Tanya Pettis
Registered Client Service Associate @Raymond James
Fort Lauderdale, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jun 2015 — Present
Registered Client Service Associate @Raymond James
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SKILLS
Trust ServicesInvestmentsGifting StrategiesFinancial AdvisoryQualified Retirement PlansEstate PlanningNon-Qualified PlansRetirement PlanningCharitable Gift PlanningStock Plan Design and ImplementationManagementInvestment ManagementGeneral Business Financial PlanningDistribution StrategiesFamily Office ConsultingInsuranceFamily Wealth CounselingRisk ManagementPortfolio ManagementEmployee Benefits ReviewWealth ManagementEducation PlanningBusiness Succession Planning
ABOUT TANYA PETTIS
Raymond James Financial Advisors may only conduct business with residents of the states…
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