Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jeffrey B

Series 66

Alpharetta, GA

Raymond James & Associates

Jeffrey Brown is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2002. 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 plans, charitable organizations, and government 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
user avatar
firm logo

Wendell S

Series 63, Series 65

Alpharetta, GA

Raymond James & Associates

Wendell Sarmir is a financial advisor at Raymond James & Associates in Alpharetta, GA, with 44 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a director of Marnic LLC, a company established primarily to hold the lease for his office space. 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 fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kevin H

Series 66

Alpharetta, GA

Raymond James & Associates

Kevin Hudson is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has worked previously with Franklin Templeton and other Raymond James entities. Outside of his advisory role, he supports client service and compliance matters at CommonWealth Financial Planners in an administrative capacity. 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 with a range of portfolio management styles supported by firm research and an extensive affiliate network.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")