Purposeful Wealth Advisors

Purposeful

Beth Kraszewski, CFP®, CDFA®, CLU®

EXECUTIVE VICE PRESIDENT, KEATING

WEALTH MANAGER, RJFS

LICENSED INSURANCE AGENT, KEATING

Purposeful

Chris Pavel, CFP®, CIMA®, RMA®

FINANCIAL ADVISOR, RJFS

Diana Vazquez

ADVISOR SERVICES COORDINATOR, CLIENT SERVICE MANAGER, RJFS, KEATING

Purposeful

Geoffrey Dunmore, CFP®, CPWA®

FINANCIAL ADVISOR, RJFS

PWA_Resized_white

Morgan Ziegler, CFP®, CDFA®

FINANCIAL ADVISOR, RJFS

LICENSED INSURANCE AGENT, KEATING

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Industry Disclosures

KEATING & ASSOCIATES:

Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. 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. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

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Raymond James’ legal disclosures may be found here

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