Raymond James Financial Services

Specialties

Asset Allocation

Asset Management

Estate Planning

Trust services

Financial Planning

Mutual Funds

Retirement Planning

Stocks

College Planning

Bonds

Identity Theft

401(k)

Insurance and Annuities

Tax Planning

History

Established in 2009.

Founded by Jim and Jeff Zientara this Raymond James branch offers full service planning with five unique advisors. Here is some more information on Jim Zientara one of the founders.

In 1975 Mr. Zientara joined Dean Witter, now Morgan Stanley, at the Sarasota office, and moved to the Bradenton office in 1986. In 1989 he joined the 1,000 or so Investment Management Consultants Association. Also in 1989, he received the title of Certified Investment Management Analyst (CIMA) through the Wharton School of Business of the University of Pennsylvania. There are only 500 CIMA’s worldwide.

He was the senior Financial Advisor at Morgan Stanley’s Bradenton office and a Retirement Planning Specialist. In 1994 he earned the title of Senior Consultant, Investment Consulting Services, of which there were only about 200 in the firm.

In 2009 Mr. Zientara joined Raymond James Financial Services and opened the branch office on Lakewood Ranch Boulevard just south of State Road 64 in east Bradenton

Meet the Manager

Jeff Z.

Manager

Jeffrey Zientara is a native of Sarasota/​Bradenton, Florida and graduated from Manatee High school in 2000. He received his B.S. degree in Business Administration from the University of South Florida in 2004. His minors were in international business and economics.

In 2005, Mr. Zientara joined Morgan Stanley in the Sarasota office as a Client Service Associate. He was accepted into the trainee program to become a Financial Advisor in 2007. He holds series 7,9,10, 66, and 31 registrations, as well as his life and variable insurance license. This enables him to offer a broad range of services concerning financial planning and asset management. Mr. Zientara is a member of the Lakewood Ranch Business Alliance and the Secretary of the Lakewood Ranch Kiwanis club, he volunteers as the Braden River High school Key Club’s Kiwanis advisor. He belongs to the Manatee Young Professionals, and is also the Co-​Chair of the Lakewood Ranch Young Leader’s Alliance which was founded in 2013.