Michael Taras Email & Phone Number
Financial Advisor @ Raymond James
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Michael Taras Location
- Jacksonville, FL, US
Michael Taras Work
- Financial Advisor @ (April 2022 - Present)
- Financial Advisor @ (January 2022 - April 2022)
- Senior Wealth Strategy Associate @ (October 2019 - December 2021)
- Financial Advisor @ Capital Analysts of Jacksonville, Florida Inc. (March 2017 - September 2019)
- Retirement Education Specialist CRPC @ (September 2014 - March 2017)
- Registered Representative @ (February 2013 - September 2014)
Michael Taras Education
- University of North Florida 2007-2016
- Florida State College of Jacksonville 2004-2007
Michael Taras Skills
- Customer Experience
- Series 63
- Sales Process
- Retirement Planning
- Account Management
- Profit
- Sales
- Customer Retention
- IRAs
- Forecasting
- Customer Satisfaction
- Investments
- Store Management
- Finance
- Team Leadership
- 401k
- Asset Allocation
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- Financial Goals
- Customer Service
- Income Statement
- Management
- Inventory Management
- Inventory Control
- Retirement
- People Skills
- CRPC
- Series 7
- Pricing
Michael Taras Summary
- Michael Taras, based in Jacksonville, FL, US, is currently a Financial Advisor at Raymond James. Michael Taras brings experience from previous roles at UBS, Capital Analysts of Jacksonville, Florida Inc. and Merrill Lynch. Michael Taras holds a 2007 - 2016 University of North Florida. With a robust skill set that includes Customer Experience, Series 63, Sales Process, Retirement Planning, Account Management and more. Michael Taras has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Michael Taras?
Find contact details for 700 million professionals.
Others Named Michael Taras
Michael Taras
Sr. Executive Engineering Director
Waller, TX, US
Michael Taras
Financial Advisor
Jacksonville, FL, US
Michael Taras
Staff Software Engineer
New York, NY, US
Michael Taras
President
U.S. Virgin Islands
Michael Taras
Freelancing
California, United States
Top Raymond James Employees
Patrick Lynch
COO, Financial Services Investment Banking
San Francisco, CA, US
Tash Elwyn
President, Private Client Group, Raymond James Financial
Saint Petersburg, FL, US
Andrew Krempp
Chief Operating Officer - Raymond James Trust, N.A.
Saint Petersburg, FL, US
Aaron Gabriel
President
San Ramon, CA, US
Michael Cox
President - Coastal Bay Wealth Management; CFP, RJFS
New Port Richey, FL, US
Greg Bruce
President, RIA and Custody Services Division (RCS)
Saint Petersburg, FL, US
Catherine Haffner
President, Haffner Private Wealth
San Antonio, TX, US
Patrick O'Connor
Chief Operating Officer
Tampa, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co