Integrated Wealth Solutions of Raymond James Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Success creates complexity.

Integrated Wealth Solutions provides simplicity.

The more success you achieve, the more complex life becomes. As your wealth has grown, so have the number of pieces that must be brought together in order to complete your financial puzzle. You have demanding challenges and unique opportunities that require careful and dedicated attention – and you deserve a team of talented financial professionals working together to provide truly integrated wealth management solutions.

At Integrated Wealth Solutions of Raymond James, we serve Affluent Families, Physicians, Corporations, Business Owners and Executives through a highly consultative, independent approach that brings all the pieces of the financial puzzle together.


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/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Find Integrated Wealth Solutions of Raymond James employees' phone numbers or email addresses

Integrated Wealth Solutions of Raymond James Global Highlights

Location
Employees

North America
13

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  • United States Of America
    12
  • Canada
    1

Integrated Wealth Solutions of Raymond James's Leadership

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    J. I.
    President
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    M. H.
    Senior Vice President, Wealth Management
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    J. B.
    Private Wealth Advisor And Senior Financial Planning Consultant
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    B. B.
    Client Service Associate
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    K. F.
    Client Service Associate
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    E. H.
    Branch Operations Specialist
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    E. H.
    Branch Operations Specialist
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    M. G.
    Sr. Associate General Counsel, Global Wealth Solutions, Raymond James
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Contact profiles from Integrated Wealth Solutions of Raymond James

Name
Title
Contact Info
Location
Last Update
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    J. I.
    President
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    United StatesNew York
    Oct 21, 2024
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    M. H.
    Senior Vice President, Wealth Management
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    United StatesFlorida
    Nov 16, 2025
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    J. B.
    Private Wealth Advisor And Senior Financial Planning Consultant
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    Nov 20, 2025
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    B. B.
    Client Service Associate
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    United StatesFlorida
    Dec 11, 2025
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    K. F.
    Client Service Associate
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    Aug 12, 2025
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    E. H.
    Branch Operations Specialist
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    Oct 27, 2025
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    E. H.
    Branch Operations Specialist
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    United StatesFlorida
    Oct 16, 2024
  • Stylized image of a person
    M. G.
    Sr. Associate General Counsel, Global Wealth Solutions, Raymond James
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    United StatesFlorida
    Sep 08, 2025

Frequently Asked Questions

What is Integrated Wealth Solutions of Raymond James known for?

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Integrated Wealth Solutions of Raymond James was founded in 2008 operates in the Financial Services industry. Explore Integrated Wealth Solutions of Raymond James's company overview page for more information.

What is Integrated Wealth Solutions of Raymond James's most common email format?

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Integrated Wealth Solutions of Raymond James employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integrated Wealth Solutions of Raymond James email formats with LeadIQ.

How many employees does Integrated Wealth Solutions of Raymond James have currently?

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Integrated Wealth Solutions of Raymond James has approximately 8 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Integrated Wealth Solutions of Raymond James's key employees and leadership?

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As of December 2025, Integrated Wealth Solutions of Raymond James's key employees include:

  • President: J. I.
  • Senior Vice President, Wealth Management: M. H.
  • Private Wealth Advisor And Senior Financial Planning Consultant: J. B.
  • Client Service Associate: B. B.
  • Client Service Associate: K. F.

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