our team
working together for you
At Integrated Wealth Solutions of Raymond James, you will find a highly seasoned team with many decades of combined financial experience sharing savvy investment insight to carefully customize comprehensive wealth management programs for affluent individuals and their families, businesses and organizations. Much like a family office, the concierge level of personal service we provide is a privilege reserved for a deserving few.
Comprehensive Financial Planning
David Hill, CFP® (view bio)
Michael Haas, CIMA (view bio)
Justin Bickerstaff, AAMS® (view bio)
Investment Management Services
Michael Haas, CIMA (view bio)
Nick Lacy, CFA (view bio)
Justin Bickerstaff, AAMS® (view bio)
Planning for a Sale or Transition of a Business
David Hill, CFP® (view bio)
Corporate and Executive Solutions
David Hill, CFP® (view bio)
Michael Haas, CIMA (view bio)
Charitable Planning and Philanthropy
David Hill, CFP® (view bio)
Client Support and Operations
Susan Hangartner (view bio)
Karen Fisher (view bio)
Institutional Consulting Services
David Hill, CFP® (view bio)
Michael Haas, CIMA (view bio)
Bob Burns, CFA, AIF (view bio)
Susan Schneider, CIMC, CIMA, AIF (view bio)
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
*Raymond James and its advisors do not provide legal services.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
