Serving Those Who Serve
In 1989 we saw a need. The financial services industry did not offer customized planning for active and retired Federal executives. As a leader in the Federal Government, you are part of a unique group. Traditionally your employee benefits have been the gold standard, however the combined handbooks covering your benefits span hundreds of pages. Moreover, these benefits are continually being revised. Our team of trained advisors can help you navigate the special opportunities that the Federal benefits afford. From your TSP to your disability and Long Term Care insurance, we will provide guidance. You have acquired the exceptional knowledge and skills to faithfully serve others as a leader in your field. Shouldn't your advisory team make the same commitment to you? Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC” Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve is not a registered broker/dealer and is independent of Raymond James Financial Services.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Serving Those Who Serve
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- KM
Katelyn Murray
Serving those who Serve · Other
EmailPhone - JB
Jennifer Beall Meyer
Certified Financial Planner · Finance & Accounting
EmailPhone - KS
Kent Showler
Certified Financial Planner · Finance & Accounting
EmailPhone - MK
Matthew Kramer
Financial Planner · Finance & Accounting
EmailPhone - VY
Vicky Yao
Administrative Assistant · Operations
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Serving Those Who Serve
4 distinct titles indexed · top 4 shown.
- 2certified financial planner
- 1administrative assistant
- 1financial planner
- 1serving those who serve
Sign up to unlock all 5 contacts at Serving Those Who Serve
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Serving Those Who Serve
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.