ABOUT

Investor Access

Phone: 937.431.6700

We are the Pillar Advisory Group of Raymond James, a team of experienced planners, asset managers, and strategists dedicated to serving you as you focus on the future.

David Criner, WMS
Senior Vice President - Investments

Diane Morgan, CLU®, WMS
Branch Manager, Senior Vice President, Investments

David Criner has spent his entire professional career within the financial services industry. As an accomplished student of the capital markets, David provides investment advice and services to our clients through his expertise in understanding and navigating the financial landscape.

Diane Morgan assists our new and existing clients through their life changes. From transferring wealth accounts into our practice to setting up investment strategies, Diane is instrumental in the client engagement process. She is our financial planning professional, and guides our clients and prospective clients through the Goal Planning & Monitoring process, which is the fundamental basis for all of our investment planning advice.

Dena Miller
Senior Client Service Associate

Besides keeping our practice afloat, Dena Miller helps our clients with their service needs. From processing our ever-so-fun paperwork to setting up monthly investment contributions, Dena is our clients’ one stop shop for everything service.

Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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.