Joyce Meswick
Joyce Meswick is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5495 Bryson Drive, Suite 421, Naples, FL, 34109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joyce is the owner of Joy Wealth Services, a support company. She dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Dean Witter Reynolds INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations23 states
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