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Industry Resources

In an effort to complement the Succession Planning and Acquisitions service offering that Raymond James provides we have structured strategic alliances with several of the top industry experts and consultants within the financial services industry. These industry experts have provided advisors with high caliber expertise for several years and are widely regarded as elite consultants within their respective fields. Should you require consulting outside of your engagement with Raymond James rest assured we have aligned our offering with these top experts to meet your needs.

Practice Consulting

Federer Performance Management Group, LLC

Dr. Denise Federer

3641 W Kennedy Boulevard

Tampa, FL 33609


Moss Adams, LLP

Rebecca Pomering

1001 Fourth Avenue

Suite 2700

Seattle, WA 98154


Nexus Strategy, LLC

Timothy D. Welsh, CFP

57 Creek View Circle

Larkspur, CA 94939


Valuation Consulting

Key Management Group

Todd Doherty

900 Wilshire. Suite 385

Troy, MI 48084



Live Oak Bank

Patrick Spach,

Loan Officer

1741 Tiburon Drive

Wilmington, NC 28403


Legal Consulting

Stark and Stark

Tom Giachetti

993 Lenox Drive

Lawrenceville, NJ 08648609-895-7255

The above list of outside professionals is not a recommendation, endorsement or sponsorship by Raymond James. The outside professionals listed above are not affiliated with or employees of Raymond James. Raymond James does not take responsibility for the services provided by the professionals listed above nor does it monitor the quality of services provided.