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Susan Marie Hill

Advisor at Raymond James Financial — Galveston, TX

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Galveston, TX

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Susan Hill is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 designations and has served as President of Aventura Family Office and Aventura Partners, LLC. Hill also acts as Trustee for a family bypass trust. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non‑discretionary planning and advanced analytical tools.

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

Galveston, TX

Galveston TX

Advisors at this office

1

Most active in

Texas

Work history

32 years of industry experience

Aventura Family Office

2017 - Present • 9 years

The Woodlands, TX

Aventura Retirement Income Partners

2013 - 2017 • 4 years

The Woodlands, TX

Aventura Partners, Llc An Independent Firm

2010 - Present • 16 years

The Woodlands, TX

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2010 - Present • 16 years

The Woodlands, TX

Raymond James Financial Services, inc.

2010 - Present • 16 years

The Woodlands, TX

Deutsche Bank Securities Inc.

2005 - 2010 • 5 years

Houston, TX

Morgan Stanley Dw Inc.

1995 - 2005 • 10 years

Thewoodlands, TX

Disclosures

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

Business activities & affiliations

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Johnny S

Series 65

Texas City, TX

Salinas Asset Management, LLC

Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Options & derivatives strategies Real estate investing Active portfolio management
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Alfredo F

CFA®, Series 65, Series 63

Galveston, TX

Cypress Lane Advisors

Alfredo Felicella is a CFA® charterholder and registered investment advisor with three years of industry experience. He is the sole advisor at Cypress Lane Advisors in Galveston, TX, where he has worked since 2023. Prior to that, he was self-employed and worked at Imaging Brands, Inc. from 2018 to 2021. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, and small business owners. The firm uses an asset-allocation framework with a macroeconomic overlay, primarily investing in ETFs and no-load mutual funds, while employing leverage, derivatives, and limited cryptocurrency exposure in client portfolios.

Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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Jason H

Series 66

Galveston, TX

Sanctuary Advisors, LLC

Jason Hardcastle is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, where he has worked for nine years, he was employed at the University of Texas Medical Branch for seven years. Outside of advising, Hardcastle serves on several boards in Galveston, including as board president of Galveston Urban Ministries and trustee roles with Knights of Momus, the Rosenberg Library, Galveston Park Board of Trustees, and Galveston College. He also holds passive ownership in a local business, Empouria, LLC, and is a candidate for Galveston City Council District 6. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports its independent investment adviser representatives with diverse portfolio management options, various analytical approaches, and fiduciary services through discretionary and non-discretionary accounts.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Gabriel G

Series 63, Series 65

Galveston, TX

PNC Wealth Management

Gabriel Gulotta is a financial advisor with PNC Wealth Management in Galveston, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. He also worked with the International Longshoremen's Association for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Marcia B

Series 63, Series 65

Galveston, TX

Merrill

Marcia Brassieur is a financial advisor with Merrill based in Galveston, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a director and board member of J-Tech, LLC, a family-held consulting business in Santa Fe, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Tax-loss harvesting Active portfolio management Wealth management
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Paula K

Series 63, Series 65

Dickinson, TX

Cetera

Paula Kingsbury is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 38 years of industry experience. She has worked extensively with Avantax and currently manages Kingsbury Business Services, LLC, where she provides tax preparation and management services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of investment program options and discretionary and non-discretionary portfolio management services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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