Jaime Planells is a registered principal and owner of a local Raymond James office in Winter Park, FL.
Jaime is a board- CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®. Jaime also holds the Series 6, 63, 65, 7, 9, and 10 securities licenses.
Jaime was born and raised in New Orleans. He moved to Orlando at age 17 to play soccer at the University of Central Florida, where he graduated with a Bachelor of Arts degree in industrial psychology and completed the CFP® certification.
Jaime and his wife, Julie Planells, live in Central Florida with their son Javi and three Florida Boxer Rescue dogs, Sophie, Ollie and Poppy.
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