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Alec H
Series 66
Birmingham, MI
Raymond James & Associates
Alec Hagen is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Hantz Financial and spent five years at Central Michigan University before joining Raymond James in 2018. 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 financial planning and consulting services with a variety of portfolio management styles and affiliated research.
Richard S
Series 66
Westlake, OH
Raymond James & Associates
Richard Sofka is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bank of America and Merrill for 14 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.
Samantha L
Series 66
Kirkland, WA
Raymond James & Associates
Samantha Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. She has held various roles within Raymond James and has experience in client service and associate financial advising. Prior to her advisory career, she worked in diverse positions across the hospitality and service industries. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services with a non-discretionary approach to client relationships.
Robert P
Series 63, Series 65
Fort Lauderdale, FL
Raymond James & Associates
Robert Paretti is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2015. 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 broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.
Christine H
Series 66
Clearwater, FL
Raymond James & Associates
Christine Hannon is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Advisors and held various positions in the hospitality sector, including roles at Crescent Oaks Golf Club, Innisbrook Golf & Spa Resort, and Sandpearl Resort. 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 non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.
Wallace W
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Wallace Williams is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.
Jessica G
Series 66
Macon, GA
Raymond James & Associates
Jessica Graham is a financial advisor with Raymond James & Associates in Macon, GA. She holds a Series 66 designation and has been in the industry since 2023. Prior to her current role, she worked at Stifel and Woodmen Life, among other companies, and has six years of experience at Natalia's. 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, non-discretionary investment consulting, and institutional advisory services.
Brandi T
Series 66
Houston, TX
Raymond James & Associates
Brandi Tanksley is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2014. 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 tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.
Robert S
Series 63, Series 66
Houston, TX
Raymond James & Associates
Robert Strange is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of finance, he owns and operates O-Face Productions, a live music production and equipment rental business, and performs with the band Adrenaline. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services.
Gianmarco B
Series 66
St. Petersburg, FL
Raymond James & Associates
Gianmarco Barone is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James, Revature, Regions Bank, ServPro, and State College of Florida. He is also a partner in Golden Egg Customs LLC, a business involved in inventory management. 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 advisory services supported by a broad range of portfolio management styles and affiliated research.
Ryan B
Series 63, Series 65
Baton Rouge, LA
Raymond James & Associates
Ryan Bowen is a financial advisor with Raymond James & Associates in Baton Rouge, LA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Raymond James in 2017, Bowen worked at the Attorney General's Office and General Nutrition Center. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Mark K
Series 63, Series 66
Omaha, NE
Raymond James & Associates
Mark Kamp is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 18 years before joining Raymond James in 2020. Kamp is based in Omaha, NE. 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 broad client base, including individuals, institutions, nonprofit organizations, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.
Rene D
Series 63, Series 65
Florham Park, NJ
Raymond James & Associates
Rene Dierkes is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Mountainside Town Council in New Jersey and owns a scrap metal business. 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, pension plans, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.
Rachel S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Rachel Schenk is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Howard Bailey Financial, and Ash Brokerage. 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, non-discretionary investment consulting, and institutional fiduciary solutions.
Michelle R
Series 66
Beaver, PA
Raymond James & Associates
Michelle Retzer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2014. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and in-house research.
Angela K
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Angela Kunze is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she is involved with K Bar Ranch LLC, an agriculture and farming business. 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 municipal advisory services.
Mark M
Series 66
Ridgefield, CT
Raymond James & Associates
Mark Mezzone is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016, following earlier work at Merrill. Outside of advising, he is an owner of MDJM LLC, a business through which he owns and leases an office condominium. 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 investment consulting services through a range of portfolio management styles supported by affiliated research and sub-advisers.
Marty G
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Marty Green is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has been with Raymond James since 2012 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as a member of a homeowners association advisory board. 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 public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Francis B
Series 63, Series 65
Winston-Salem, NC
Raymond James & Associates
Francis Bryan III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and 50 years of industry experience. He has been with Raymond James & Associates since 2016. Bryan serves as a director on the board of Yeamans Hall Club, a private club in Winston-Salem. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting with a variety of portfolio management styles and affiliated research resources.
Blaire H
Series 66
Muskegon, MI
Raymond James & Associates
Blaire Hilt is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 credential and has been with Raymond James since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.
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