Financial Advisor, First Vice President Investments
Current
Nov 2021 - Present
AeroLeads people directory · profile
Beau M. Email & Phone Number
Financial Advisor, First Vice President Investments
at
Raymond James
1 work email found
@raymondjames.com
2 phones found area 914
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 71%
Current company
Role
Financial Advisor, First Vice President Investments
Location
Lafayette, Louisiana Metropolitan Area, United States
Company size
Who is Beau M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Beau M. is listed as Financial Advisor, First Vice President Investments at Raymond James, a with 12938 employees, based in Lafayette, Louisiana Metropolitan Area, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 914, and a matched LinkedIn profile for Beau M..
Beau M. previously worked as Financial Advisor, First Vice President, Senior Portfolio Manager & Financial Planning Specialist at Morgan Stanley.
Company email context
Email format at Raymond James
This section adds company-level context without repeating Beau M.'s masked contact details.
*@raymondjames.com
71% confidence
AeroLeads found 1 current-domain work email signal for Beau M.. Compare company email patterns before reaching out.
Profile bio
About Beau M.
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 follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Current workplace
Beau M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Raymond James
2 roles · 21 years
Beau M. work experience
A career timeline built from the work history available for this profile.
Financial Advisor, First Vice President, Senior Portfolio Manager & Financial Planning Specialist
Morgan Stanley
Disclosures: © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS# 1403998
2006 - Dec 2021
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →
JO
James Orzech
Colleague at Raymond JamesBuffalo, New York, United States
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AW
Amy W.
Colleague at Raymond JamesTampa, Florida, United States
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RA
Raymond Advisory
Colleague at Raymond JamesSt Petersburg, Florida, United States
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JJ
Jay Jodoin
Colleague at Raymond JamesSt Petersburg, Florida, United States
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BM
Billy Marrin
Colleague at Raymond JamesWashington, District Of Columbia, United States
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JF
Joni Fast, Cfp, Fma
Colleague at Raymond JamesGreater Vancouver Metropolitan Area, Canada
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EF
Erin Floyd
Colleague at Raymond JamesGreater Tampa Bay Area, United States
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DB
Diane Buck
Colleague at Raymond JamesGreater Tampa Bay Area, United States
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CJ
Catherine Juhl
Colleague at Raymond JamesWest Des Moines, Iowa, United States
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VF
Vivian Fernandez
Colleague at Raymond JamesTampa, Florida, United States
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James Orzech
Colleague at Raymond JamesBuffalo, New York, United States
View →
AW
Amy W.
Colleague at Raymond JamesTampa, Florida, United States
View →
RA
Raymond Advisory
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
JJ
Jay Jodoin
Colleague at Raymond JamesSt Petersburg, Florida, United States
View →
BM
Billy Marrin
Colleague at Raymond JamesWashington, District Of Columbia, United States
View →
JF
Joni Fast, Cfp, Fma
Colleague at Raymond JamesGreater Vancouver Metropolitan Area, Canada
View →
EF
Erin Floyd
Colleague at Raymond JamesGreater Tampa Bay Area, United States
View →
DB
Diane Buck
Colleague at Raymond JamesGreater Tampa Bay Area, United States
View →
CJ
Catherine Juhl
Colleague at Raymond JamesWest Des Moines, Iowa, United States
View →
VF
Vivian Fernandez
Colleague at Raymond JamesTampa, Florida, United States
View →
FAQ
Frequently asked questions about Beau M.
Quick answers generated from the profile data available on this page.
What company does Beau M. work for?
Beau M. works for Raymond James.
What is Beau M.'s role at Raymond James?
Beau M. is listed as Financial Advisor, First Vice President Investments at Raymond James.
What is Beau M.'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Beau M. at Raymond James.
What is Beau M.'s phone number?
AeroLeads has found 2 phone signal(s) with area code 914 for Beau M. at Raymond James.
Where is Beau M. based?
Beau M. is based in Lafayette, Louisiana Metropolitan Area, United States while working with Raymond James.
What companies has Beau M. worked for?
Beau M. has worked for Raymond James and Morgan Stanley.
Who are Beau M.'s colleagues at Raymond James?
Beau M.'s colleagues at Raymond James include James Orzech, Amy W., Raymond Advisory, Jay Jodoin, and Billy Marrin.
How can I contact Beau M.?
You can use AeroLeads to view verified contact signals for Beau M. at Raymond James, including work email, phone, and LinkedIn data when available.
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