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Stephen Phillip Poitevint

Advisor at Raymond James Financial — Bainbridge, GA Tallahassee Road

Updated today

Credentials

Series 63

Experience

41 years

Location

Bainbridge, GA 39819

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Stephen Poitevint is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 41 years of industry experience. He has been with Raymond James Financial since 1990 and also operates Stephen P. Poitevint Inc. Outside of his advisory role, he serves as an elected elder and deacon at First Presbyterian Church in Bainbridge, GA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and various organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and it maintains a unique affiliation with a municipal advisor to support public finance needs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Bainbridge, GA Tallahassee Road

908 Tallahassee Road

Bainbridge GA 39819

Advisors at this office

2

Most active in

Georgia · Texas

Work history

41 years of industry experience

Raymond James Financial

2009 - Present • 17 years

Bainbridge, GA

Stephen P. Poitevint Inc.

1998 - Present • 28 years

Bainbridge, GA

Raymond James Financial Services, inc.

1990 - Present • 36 years

Bainbridge, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Timothy T

Series 66

Bainbridge, GA

Edward Jones

Timothy Thompson is a Series 66 licensed financial advisor with five years of experience, currently working at Edward Jones since 2021. Prior to joining Edward Jones, he spent five years with the Bainbridge Decatur County Recreation Authority. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning ESG / Sustainable investing Wealth management Retired Founder/Business Owner Executive
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James J

CFP®, Series 63, Series 66

Bainbridge, GA

Mass Mutual Investors Services

James Jackson Jr. is a CFP®-credentialed financial advisor with Mass Mutual Investors Services, bringing three years of industry experience. Prior to joining MassMutual, he worked at HB Wealth Management, LLC and held multiple roles spanning financial services and other industries. Outside of advising, he serves as CFO of SOWEGA Meat Company, LLC, overseeing the company’s financial operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships on an annual collaborative basis using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Clayton W

Series 66

Bainbridge, GA

Edward Jones

Clayton Wells is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Pinnacle Bank, Truist Bank, and the University of Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Paul B

Series 63, Series 65

Bainbridge, GA

Mass Mutual Investors Services

Paul Bridges III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial and Capital City Bank. Outside of his advisory work, he is involved in managing a cattle and horse farming business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for goal analysis and offers a range of programs including asset management and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Roland H

Series 66

Bainbridge, GA

Edward Jones

Roland Hancock III is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Georgia Southwestern State University and Southland Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Robert M

Series 66

Bainbridge, GA

Edward Jones

Robert Mc Rae is a financial advisor at Edward Jones in Bainbridge, GA, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves on the Board of Directors and as Golf Chair at the Bainbridge Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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