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Sean C

Series 66

Oskaloosa, IA

Raymond James & Associates

Sean Coen is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. Prior to this, he held positions at Edward Jones and JP Morgan Securities LLC/JP Morgan Chase Bank. 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, institutional investors, and charitable organizations, and offers financial planning, consulting, and municipal advisory services.

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

Series 63, Series 65

Sarasota, FL

Raymond James & Associates

Jacqueline Kulle is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her previous roles include CEO and positions at Wealth Strategies Partners and Passage Global Capital Management. 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 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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Thomas H

Series 66

Houston, TX

Raymond James & Associates

Thomas Huggins is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. 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 governmental entities, offering financial planning and investment consulting through various programs and portfolio management styles.

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

Series 66

Clarkston, MI

Raymond James & Associates

Phillip West is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2006. He has 20 years of industry experience and is based in Clarkston, MI. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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

Series 66

Bellevue, KY

Raymond James & Associates

Caitlin Babcock is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Her prior work history includes positions at Fisher Investments, Citibank, Victoria's Secret PINK, and Buffalo Wild Wings. 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, institutional and pension plans, and municipal entities, offering financial planning and advisory services through a range 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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Yvonne E

Series 66

Ocala, FL

Raymond James & Associates

Yvonne Emeric is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 24 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2019 before joining Raymond James in 2019. Outside of her advisory role, she is an independent contractor for Young Living Essential Oil Company, where she earns commission through a team-based educational sales structure. 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 financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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

Series 63, Series 65

Ft. Wayne, IN

Raymond James & Associates

Emily Bush is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding Series 63 and Series 65 designations. She has 28 years of industry experience, including 18 years with Raymond James & Associates. 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 charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

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

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Dale Darr is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Raymond James & Associates and has held previous roles at Fifth Third Securities and Wells Fargo Clearing. 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 consulting services with mostly non-discretionary implementation, backed by 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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Dale J

Series 63, Series 65

Saginaw, MI

Raymond James & Associates

Dale Jurek is a financial advisor with Raymond James & Associates in Saginaw, MI, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Raymond James & Associates since 2013. 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 and consulting services through various advisory programs.

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

Series 63, Series 66

Carmel, IN

Raymond James & Associates

Gregory Renner is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior work includes two years at Morgan Keegan & Company, LLC before joining Raymond James in 2013. He serves on the finance committee of the Indiana Motor Truck Association and is a committee member at Woodland Country Club, both nonprofit organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting services.

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

Series 66

Milton, GA

Raymond James & Associates

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. 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, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

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

Series 66

Sullivan, IN

Raymond James & Associates

Gretchen Burkhart is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and has a background that includes time spent in full-time education. 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, investment consulting, and specialized advisory services.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Robert Shy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing 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.

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

Series 63, Series 65

Denver, CO

Raymond James & Associates

James Wildman is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is co-signer on a residence used to house his son and three others. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by extensive research and model manager options.

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

Series 63

Memphis, TN

Raymond James & Associates

Edward Krausnick Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2012 and also has experience with Resolute Capital IV since 2017. Outside of his advisory role, he is an investor and partner in various private businesses, including involvement in a restaurant venture in Memphis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services supported by a nationwide adviser force and employs a range of portfolio management styles supplemented by firm research and sub-advisers.

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

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Tammi Huckabee is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing 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 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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Patricia J

Series 63, Series 66

Scottsdale, AZ

Raymond James & Associates

Patricia Jenkins is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, Farm Bureau Financial Services, and National Bank of Arizona. 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, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

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

Series 66

Kirkland, WA

Raymond James & Associates

Alan Leung is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Zillow Group from 2017 to 2022 and Addioz from 2016 to 2017. 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, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 66

Matthews, NC

Raymond James & Associates

Kimberly Lafone is a financial advisor at Raymond James & Associates with two years of industry experience. She has been with Raymond James since 2019, following six years at Carolina Asphalt. 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 charitable organizations, and offers 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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Perry B

Series 63, Series 66

Texarkana, TX

Raymond James & Associates

Perry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 30 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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