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YOUR ADVISORY TEAM

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BRANDON CONVERSE, CRPS   , AIF   , CPFA
®
®
™
Financial Consultant, RJFS
About Brandon
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  • Brandon Converse The Converse Team
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ADAM EILERT, CFP,   CPFA
™
®
Financial Advisor, RJFS
About Adam
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  • Adam Eilert The Converse Team
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CHRIS HELMICK
Financial Advisor
About Chris
Email
  • Chris Helmick - LinkedIn
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DAN TOPPING, CHFC   , CLU 
Financial Advisor
About Dan
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  • Dan Topping - The Converse Team - LinkedIn
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®
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KEVIN GRUETTER, CFP
®
Financial Advisor
About Kevin
Email
  • Kevin Gruetter - The Converse Team - LinkedIn
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RENEE SKINNER
Senior Account Administrator
About Renee
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ERIKA FARNEY
Account Administrator
About Erika
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  • Erika Farney The Converse Team
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HARMONY VAGA
Account Administrator
About Harmony
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  • Harmony Vaga - The Converse Team - LinkedIn
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ISABELLA HOHL
Marketing & Project Manager
About Isabella
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  • Isabella Hohl - The Converse Team - LinkedIn
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TICIA BENNETT
Retirement Plan Coordinator
About Ticia
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  • Ticia Bennet, QKA - The Converse Team - LinkedIn
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LAUREN EDDY
Office Administrator
About Lauren
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  • Lauren McLaughlin - The Converse Team - LinkedIn
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TARA CONVERSE
Events & Community Engagement
About Tara
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  • Tara Converse - The Converse Team - LinkedIn
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Consulting and Financial Planning Services offered through Converse Team Financial Services, LLC. Converse Financial Advisory, Inc., Converse Team Financial Services, LLC, and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Converse Team Financial Services, LLC and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

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.

 

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Please click the links for the Privacy Notice, Legal Disclosure and Form CRS for Converse Team Financial Services, LLC.

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