Merrill
43yrs
Top advisor by experience in Ocala
29yrs
Gregory Stevens
Full name on record: Gregory E Stevens
Financial advisor at Raymond James & Associates
Gregory Stevens has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Ocala, Florida. After ten years at Morgan Stanley and 11 years at Citigroup Global Markets, Gregory joined Raymond James & Associates in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James & Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 207 advisors with offices in Ocala, and one of 193 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience in Ocala
Office2701 SW 34th Street Building 100, Ocala, FL 34474
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRaymond James & Associates, Inc.Current firm
- 2009 – 2019Morgan StanleyPreviously
- 1997 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Raymond James & Associates at (727) 567-1000 and ask for Gregory Stevens. Gregory works from the Ocala, FL office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1997, about 29 years. Top 18% by experience in Ocala.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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