Ross Peay
Ross Peay is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 32 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
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ross is a co-trustee of the Gail S Peay Trust and is involved with the Austin Peay State University Foundation, the Clarksville Montgomery County Health Foundation, and Greenwood Cemetery, Inc., focusing on investment performance and strategies. These activities require minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.C. Bradford & CO.Broker
State Registrations28 states
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