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Jordan D
Series 66
Memphis, TN
Raymond James & Associates
Jordan Domin is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and six years of industry experience. His career includes roles at various Raymond James entities since 2021 and a prior position at Ameriprise from 2020 to 2021. He also has experience with the YMCA of Memphis and the Mid-South and the YMCA Blue Ridge Assembly. 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.
Matthew S
Series 66
Jackson, MS
Raymond James & Associates
Matthew Smith is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2025, he worked at Cadence Bank for one year and Renasant Bank for nine years. 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 broad client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Stephen V
Series 63, Series 66
Boca Raton, FL
Raymond James & Associates
Stephen Van Besien is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Citigroup, Bancwest Investment Services, Bank of the West, and J.P. Morgan Securities. 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 provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.
Roy S
Series 63, Series 65
Boerne, TX
Raymond James & Associates
Roy Sachs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012. He is approved as a Professional Football Players Advice Professional by the National Football League Player's Association. 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, pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.
Steven W
Series 63, Series 66
Birmingham, MI
Raymond James & Associates
Steven Wujczyk is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2008. His credentials include the Series 63 and Series 66 registrations. 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 consulting services primarily through non-discretionary relationships.
John H
Series 63, Series 66
Memphis, TN
Raymond James & Associates
John Hammons III is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, with an emphasis on tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.
Angela W
Series 63, Series 65
Nashville, TN
Raymond James & Associates
Angela Williams is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2008, with a brief period at Robertson County Schools from 2021 to 2023. 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 non-discretionary investment consulting through various programs and affiliated research resources.
Jeffrey N
Series 63, Series 65
Sarasota, FL
Raymond James & Associates
Jeffrey Nydick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he assists with overseeing maintenance and budget matters for the Henley Homeowners Association in University Park, Florida. 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 supported by a range of portfolio management strategies and affiliated research.
Clinton G
Series 66
San Francisco, CA
Raymond James & Associates
Clinton Graves II is a Series 66-licensed financial advisor with Raymond James & Associates in San Francisco, CA. He has 20 years of industry experience, including 10 years at Raymond James. Raymond James & Associates is a large, nationwide broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and firm research to support tailored client advice.
Dylan P
Series 66
Lakewood Ranch, FL
Raymond James & Associates
Dylan Page is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James & Associates since 2015. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Daniel F
Series 63, Series 65
Auburn Hills, MI
Raymond James & Associates
Daniel Ferguson is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Comerica Securities. 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, non-discretionary investment consulting, and institutional fiduciary services.
Al M
Series 63
New York, NY
Raymond James & Associates
Al Myrie is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and 23 years of industry experience. He 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 and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.
Matthew C
Series 66
Shreveport, LA
Raymond James & Associates
Matthew Coady is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James, he spent nine years at Delta Controls Corporation. He is a partner in an investment club called The Wolves of Texas Street. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various programs, drawing on diverse portfolio management styles and affiliated research.
Dragan P
Series 66
St. Petersburg, FL
Raymond James & Associates
Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James and its affiliates since 2016. 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 clients, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research.
Patti S
Series 66
Burlington, VT
Raymond James & Associates
Patti Steffens is a financial advisor with Raymond James & Associates in Burlington, VT, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a notary public. 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 consulting services supported by a range of portfolio management styles and affiliated research.
William D
CFP®, Series 63, Series 65
Tampa, FL
Raymond James & Associates
William Day II is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Kenneth O
Series 63, Series 66
Charlotte, NC
Raymond James & Associates
Kenneth Offenberg is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2017, following two years at Wells Fargo Clearing. Offenberg also serves as a trustee of multiple family trusts and pension plans. 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 with a range of investment strategies and municipal advisory services.
Rakhi P
Series 66
Woodland Hills, CA
Raymond James & Associates
Rakhi Pritchard is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Farmers Financial Solutions, LPL Financial, and Kinecta Financial & Insurance Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.
Tyson B
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Tyson Bryant is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Raymond James & Associates since 2011. 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, investment consulting, and institutional fiduciary services.
Jeffrey V
Series 63, Series 65
Grand Rapids, MI
Raymond James & Associates
Jeffrey Votruba is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services, Citizens Securities, and Fifth Third Securities. 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, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.
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