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Eve G
Series 63, Series 65
Bay City, MI
Raymond James & Associates
Eve Gunther is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Morgan Stanley & Co., Incorporated for seven years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
John L
Series 63, Series 65
San Francisco, CA
Raymond James & Associates
John Lucas Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at UBS Financial Services Inc. for 17 years prior to joining Raymond James. He serves as a trusted advisor in a client estate plan, assisting with the facilitation of client wishes pursuant to wills and trusts. Raymond James & Associates is a large institution serving individuals, institutional clients, and plan sponsors with financial planning and advisory services. The firm offers a range of portfolio management styles supported by research and is notable for its municipal advisory services and comprehensive affiliate ecosystem.
Christopher G
Series 63
Palm Beach, FL
Raymond James & Associates
Christopher Guttilla is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Guttilla is also a business owner of ARG Capital and JYC LLC, though he devotes minimal time to these activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research resources.
Jennifer Y
CFP®, Series 63, Series 65
Traverse City, MI
Raymond James & Associates
Jennifer Youker is a financial advisor with Raymond James & Associates in Traverse City, MI, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including 13 years with Raymond James and a 30-year career at Youker Construction. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.
Benjamin D
Series 66
Carmel, IN
Raymond James & Associates
Benjamin Donathen is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Stifel. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.
Blake G
Series 66
Richmond, VA
Raymond James & Associates
Blake Gordon is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He previously worked at Capitol Securities from 2009 to 2017 before joining Raymond James in 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary consulting supported by various portfolio management strategies and affiliated research.
Claire F
Series 66
Austin, TX
Raymond James & Associates
Claire French is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and six years of industry experience. Her prior positions include roles at Merrill and First Western Trust, as well as experience outside finance at The Virginian Restaurant and Teton Pines Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning, investment consulting, and municipal advisory services.
Rebecca G
Series 63
Jackson, TN
Raymond James & Associates
Rebecca Gordon is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Raymond James in 2022. Outside of her advisory role, she is involved in managing farm land and serves on a finance committee related to a class reunion organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Sanford F
Series 63, Series 65
Naples, FL
Raymond James & Associates
Sanford Family is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in Capital Broadcasting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Michael P
Series 65, Series 63
St. Petersburg, FL
Raymond James & Associates
Michael Partridge is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Before joining Raymond James in 2017, he worked at USAA Financial Planning Services and USAA Financial Advisors Inc. from 2014 to 2017. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Steven B
CFP®, Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Steven Beasley is a CFP® professional with 40 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023, following a decade at UBS Financial Services Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.
Joshua S
Series 65, Series 63
Franklin, TN
Raymond James & Associates
Joshua Salter is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a member manager of an investment-related LLC involved in property management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers comprehensive financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a wide range of portfolio management styles and affiliated research.
Timothy G
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Timothy Gross is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Raymond James since 2020 and previously spent over two decades at Merrill and 11 years at Bank of America. Outside of his advisory role, he owns Trillium Real Estate Holdings, a real estate investment business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management strategies supported by in-house research and affiliated sub-advisers.
Timothy C
Series 66
San Diego, CA
Raymond James & Associates
Timothy Chen is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2019, preceded by roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored, non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.
Erin C
Series 63, Series 66
Jenkintown, PA
Raymond James & Associates
Erin Cresko is a financial advisor with Raymond James & Associates in Jenkintown, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Manuel B
Series 66
Naples, FL
Raymond James & Associates
Manuel Benitez is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2025, he worked at Bank of America and Merrill from 2017 to 2025 and spent a year with the Children's Home Society of Florida. Outside of his advisory role, he is the CEO of Driven Athletics, a business providing online personal training programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.
Elizabeth H
Series 63, Series 65
Carmel, IN
Raymond James & Associates
Elizabeth Hurst is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes 14 years at Thurston, Springer, Miller, Herd & Titak, Inc. and five years at Thurston Springer Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
John J
Series 63, Series 65
Westlake, OH
Raymond James & Associates
John Johnson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
George L
Series 63
Dunwoody, GA
Raymond James & Associates
George Lipsey is a Series 63-licensed advisor at Raymond James & Associates with 29 years of industry experience. He has been with Raymond James since 1997. Lipsey is the owner of Lipsey Wealth Management LLC, an entity established to hold the real estate lease for his office and manage associated expenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and other entities, offering financial planning, non-discretionary investment consulting, municipal advisory services, and a range of portfolio management styles supported by affiliated research and model managers.
Roger C
Series 66
Roscommon, MI
Raymond James & Associates
Roger Cooley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Cooley serves as a trustee for a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of advisory and consulting services with a primarily non-discretionary approach.
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