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Patrick D

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Patrick Demers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at National Financial Services Corporation and Fidelity Brokerage Services prior to joining Raymond James. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Luis G

Series 63, Series 66

Coral Gables, FL

Raymond James & Associates

Luis Guerrero is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for nine years before joining his current firm. 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, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Misael L

Series 66

Winter Park, FL

Raymond James & Associates

Misael Lugo III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise and Health Advocate. Outside of advising, Lugo is involved in several business ventures including ownership roles in multiple LLCs related to insurance and potential real estate activities. 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 plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Owenne M

Series 66

Jackson, MS

Raymond James & Associates

Owenne Mc Neece is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked with Wimberly & Associates and NOLA Lending, and he has over a decade of experience with the Metropolitan YMCAs of MS. Outside of advising, Mc Neece is a cycle instructor at Madison Healthplex Performance Training Center. 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, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stephen M

Series 63, Series 66

North Middletown, NJ

Raymond James & Associates

Stephen Mcpherson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked at Charles Schwab and TD Ameritrade before joining Raymond James. Raymond James & Associates is a large 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 and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel C

Series 63, Series 65

Dakota Dunes, SD

Raymond James & Associates

Daniel Camarigg is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has previously worked at RBC Capital Markets Corporation for 16 years before joining his current firm. He holds Series 63 and Series 65 licenses. 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 clientele—including individuals, institutional and pension plans, and municipal entities—and offers financial planning and consulting services that typically involve non-discretionary implementation decisions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kristin P

Series 66

Carmel, IN

Raymond James & Associates

Kristin Popovic is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Merrill. 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 tailored financial planning, non-discretionary investment consulting, and a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brian F

Series 63, Series 65

Amherst, OH

Raymond James & Associates

Brian Forneris is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at Marcum Wealth, INTELLICENTS INVESTMENT SOLUTIONS, First National Trust, and Stancorp Investment Advisers. Outside of advisory work, he is a partner in a residential real estate rental business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting with a range of portfolio management styles and is notable for its municipal advisory services and affiliate ecosystem.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John H

Series 63, Series 66

Sarasota, FL

Raymond James & Associates

John Hoffman is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Raymond James since 2017 and previously was employed at Federal Refreshment from 2010 to 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 municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Parker L

Series 66

Nashville, TN

Raymond James & Associates

Parker Logan is a financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at AllianceBernstein and has an educational background from the University of Georgia. He holds the Series 66 designation. 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 varied client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jake B

Series 66

Mason City, IA

Raymond James & Associates

Jake Brown is a Series 66 registered financial advisor with Raymond James & Associates in Mason City, IA. He has 12 years of industry experience, all of which have been with Raymond James & Associates since 2013. 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 plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robert W

Series 63, Series 65

Vienna, WV

Raymond James & Associates

Robert Winebrenner is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63 and Series 65 securities licenses and has been with Raymond James since 2015. In addition to his financial advisory role, he has served in the West Virginia Army National Guard since 1992. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Paul M

Series 66

Jackson, MS

Raymond James & Associates

Paul Minor is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alvarez and Marsal, Carnrite Group, and Allen Engineering & Science. He serves on the alumni advisory board for MSU's College of Arts & Science and is an officer and treasurer on the board of Sojourn Landing, LLC, a nonprofit organization. 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 and advisory services with a range of portfolio management options and municipal advisory expertise.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William C

CFP®, Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

William Close is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He has been involved in the start-up of CapitalMark Bank and is the managing member of Close Family Car Collection, LLC. 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, institutions, pension plans, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lisa L

Series 66

Russellville, AL

Raymond James & Associates

Lisa Link Murphy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2013. 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 plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joshua N

Series 66

Atlanta, GA

Raymond James & Associates

Joshua Newman is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. 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 investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Blake S

Series 66

Easton, MD

Raymond James & Associates

Blake Saulsbury is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill. Outside of finance, he has held roles in the restaurant industry, including at Tiger Lily Restaurant and Docs Sunset Grille. 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, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph C

Series 66, Series 63

Birmingham, AL

Raymond James & Associates

Joseph Cobb is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Cetera Investment Services, Regions Bank, and Charles Schwab. Cobb is based in Birmingham, AL. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew R

Series 63, Series 65

Santa Barbara, CA

Raymond James & Associates

Matthew Rowe is a financial advisor with Raymond James & Associates in Santa Barbara, CA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving in advisory roles for a combined nine years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Thomas S

Series 63, Series 65

Beverly Hills, CA

Raymond James & Associates

Thomas Sutter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 23 years, as well as UBS Financial Services. Raymond James & Associates is a large 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, providing financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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