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Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. logo

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. Employee Directory

Financial ServicesNebraska, United States2-10 Employees

Platte Valley Investment Center, Inc., affiliated with Raymond James Financial Services, Inc., operates as an independent advisor that provides tailored financial planning rather than a one-size-fits-all program. The firm designs strategies around each client’s unique situation, attitudes, preferences, and goals, with an emphasis on adapting to market shifts and changes in personal circumstances. Based in Scottsbluff, Nebraska, it is a small practice that stresses a collaborative planning process, offering clear explanations of investment approaches to ensure client comfort and understanding. The service focus includes prudent risk management, quality investment products, and personal, efficient service aimed at helping clients pursue financial independence. 

Positioned within the financial services industry as an independent advisory firm aligned with Raymond James, it operates to support personalized wealth planning. In 2026, Raymond James announced the rollout of a new advisor client platform and the launch of an artificial intelligence learning academy, reflecting ongoing technology enhancements within the firm’s advisory ecosystem.

Find Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. employees' phone numbers or email addresses

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. Global Highlights

Location
Employees

North America
7.8K

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  • United States Of America
    7.8K
  • Canada
    3

Europe
18

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  • United Kingdom Of Great Britain And Northern Ireland
    18

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s Leadership

  • Chief Business Development Officer at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    M. B.
    Chief Business Development Officer
    Mobile Phone
  • Chief Business Development Officer, Financial Advisor at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    M. W. C. A.
    Chief Business Development Officer, Financial Advisor
    Mobile Phone
  • Chief Operations Officer at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    W. G.
    Chief Operations Officer
    Mobile Phone
  • Vice President Portfolio Management at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    C. A.
    Vice President Portfolio Management
    Mobile Phone
  • Vice President Of Investments at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    D. L.
    Vice President Of Investments
    Mobile Phone
  • Vice President Operations; Non Financial Reg Reporting And Ops Control at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    D. C.
    Vice President Operations; Non Financial Reg Reporting And Ops Control
    Mobile Phone
  • President at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    M. B.
    President
    Mobile Phone
  • Partner at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    B. M.
    Partner
    Mobile Phone

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Other
  • Banking
  • Finance

Contact profiles from Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Partner at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    B. M.
    Partner
    Mobile Phone
    Jun 03, 2026
  • Partner at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    D. B.
    Partner
    Mobile Phone
    Jun 05, 2025
  • Branch Owner And Certified Financial Plannerâ Professional at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    J. M.
    Branch Owner And Certified Financial Plannerâ Professional
    Mobile Phone
    Jun 02, 2025
  • Owner at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    J. G.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Chief Business Development Officer at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    M. B.
    Chief Business Development Officer
    Mobile Phone
    Jun 08, 2026
  • Partner, Financial Advisor at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    M. D.
    Partner, Financial Advisor
    Mobile Phone
    Apr 05, 2023
  • President at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    M. B.
    President
    Mobile Phone
    Oct 21, 2024
  • Chief Business Development Officer, Financial Advisor at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    M. W. C. A.
    Chief Business Development Officer, Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Owner / President at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    N. S.
    Owner / President
    Mobile Phone
    Oct 21, 2024
  • Owner at Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.
    P. B.
    Owner
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. known for?

Minus sign iconPlus sign iconPlatte Valley Investment Center, Inc./Raymond James Financial Services, Inc. operates in the Financial Services industry. You can contact Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s main corporate office by phone at
+1-405-455-****
. Explore Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s company overview page for more information.

What is Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconPlatte Valley Investment Center, Inc./Raymond James Financial Services, Inc. employees' email format typically follows the pattern of First.Last@raymondjames.com. Trying to find reliable and up-to-date employee contact data? Find more Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. email formats with LeadIQ.

How many employees does Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. have currently?

Minus sign iconPlus sign iconPlatte Valley Investment Center, Inc./Raymond James Financial Services, Inc. has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s key employees and leadership?

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As of August 2026, Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s key employees include:

  • Chief Business Development Officer: M. B.
  • Chief Business Development Officer, Financial Advisor: M. W. C. A.
  • Chief Operations Officer: W. G.
  • Vice President Portfolio Management: C. A.
  • Vice President Of Investments: D. L.

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