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.

Integrated Wealth Solutions Team

David M. Hill
David M. Hill
Michael A. Haas
Michael A. Haas
Susan Hangartner
Susan Hangartner
Karen Fisher
Karen Fisher
Justin Bickerstaff
Justin Bickerstaff
Maribeth Class
Maribeth Class
Elise Hudson
Elise Hudson
Carolyn Hill
Carolyn Hill
Ashlee Palmer
Ashlee Palmer
Raymond James Home Office Team
Nicholas Lacy
Nicholas Lacy
Shantell Boyett
Shantell Boyett
Robert Burns
Robert Burns
Chip Baulder
Charles Bauder
Susan Schneider
Susan Schneider
Leann Detmer
Leann Detmer


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.

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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.

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