Gina Lynn Granich

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 03/2023
  University Of South Florida
  Tampa, FL
• 07/2014 → 08/2020
  Moffitt Cancer Center
  Tampa, FL
• 03/2023 → Present
  Raymond James Financial Services, Inc.
  Lutz, FL
• 03/2023 → Present
  Emphasize Financial Planning
  Lutz, FL
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Lutz, FL

Other Businesses

(1)Name of Business: Emphasize Financial Planning, LLC Address: 17878 N US Highway 41, Lutz, FL, 33549-4502, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/07/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Develop comprehensive financial plans using RJ approved software and manage assets under management, review protection plans, tax planning, retirement planning, accumulation goals, and encourage estate planning. (2) (1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Succession Planning Investment Related: No Start Date: 01/28/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Succession deal on file includes a component comprised of a seller financed note (loan between buyer and seller).

Exams

• S66 Uniform Combined State Law Examination
  2023-08-02

Other Names

• Gina Lynn De Angelo
• Gina Granich