SSG Executive Advisory Group of Raymond James Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

SSG Executive Advisory Group of Raymond James is a boutique wealth management team within one of the world’s preeminent financial firms. Our services focus on complex family engagements, often Corporate Executives, Late-Career Physicians, and Entrepreneurs. We work with clients to develop custom, comprehensive financial plans that seek to help you feel confident that you are planning for long-term prosperity.

While it is always prudent to have the professional guidance of a highly experienced financial team, there are specific times in life when it is absolutely essential – significant transitions such as the sale of a business, conversion of corporate stock to retirement income, or receiving a family inheritance.

There are complex needs that require the deeper guidance of a veteran team. At SSG Executive Advisory Group, our goal is to help you confidently move to the next phase of your life and enjoy the well-earned lifestyle you have worked so hard to achieve.

NMLS#: 1290445
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, 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 the 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.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Find SSG Executive Advisory Group of Raymond James employees' phone numbers or email addresses

SSG Executive Advisory Group of Raymond James Global Highlights

North America
18

United States Of America
18

SSG Executive Advisory Group of Raymond James's Leadership

B. B.
Cfp®, Senior Financial Planning Consultant
Mobile Phone
Email
M. F.
Vice President, Investments
Mobile Phone
Email
T. S.
Senior Vice President, Investments; Managing Director
Mobile Phone
Email
P. B.
Managing Director
Mobile Phone
Email
P. B.
Director, Risk Management
Mobile Phone
Email
J. C.
Practice Business Manager
Mobile Phone
Email
L. M.
Senior Marketing Associate
Mobile Phone
Email
J. S.
Investment Portfolio Associate
Mobile Phone
Email

Contact profiles from SSG Executive Advisory Group of Raymond James

Name

Title

Contact Info

Location

Last Update

B. B.
Cfp®, Senior Financial Planning Consultant
Mobile Phone
Email
United StatesMississippi
Nov 12, 2025
M. F.
Vice President, Investments
Mobile Phone
Email
United StatesNew Jersey
Oct 24, 2025
T. S.
Senior Vice President, Investments; Managing Director
Mobile Phone
Email
United StatesMississippi
Oct 22, 2025
P. B.
Managing Director
Mobile Phone
Email
United StatesFlorida
Oct 25, 2025
P. B.
Director, Risk Management
Mobile Phone
Email
Nov 17, 2025
J. C.
Practice Business Manager
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024
L. M.
Senior Marketing Associate
Mobile Phone
Email
United StatesPennsylvania
Oct 27, 2025
J. S.
Investment Portfolio Associate
Mobile Phone
Email
United StatesMississippi
Nov 14, 2025
A. A.
Cash Management Associate
Mobile Phone
Email
Oct 16, 2024
J. S.
Tampa And St Petersburg, Florida Area
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is SSG Executive Advisory Group of Raymond James known for?

SSG Executive Advisory Group of Raymond James was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-732-752-****

. Explore SSG Executive Advisory Group of Raymond James's company overview page for more information.

What is SSG Executive Advisory Group of Raymond James's most common email format?

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

How many employees does SSG Executive Advisory Group of Raymond James have currently?

SSG Executive Advisory Group of Raymond James has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are SSG Executive Advisory Group of Raymond James's key employees and leadership?

As of December 2025, SSG Executive Advisory Group of Raymond James's key employees include:

Cfp®, Senior Financial Planning Consultant: B. B.
Vice President, Investments: M. F.
Senior Vice President, Investments; Managing Director: T. S.
Managing Director: P. B.
Director, Risk Management: P. B.

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