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David T

Series 63, Series 65, Series 66

Ashland, KY

Raymond James & Associates

David Thompson Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Raymond James since 2007. In addition to his advisory role, he is a partner in Lightning Properties, a business outside the investment sector. 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 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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Tanner L

Series 63, Series 65

Ashland, KY

Raymond James & Associates

Tanner Locey is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank, and has a background that includes experience in the banking sector and lawn care. Locey holds Series 63 and Series 65 credentials. 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 tailored financial planning and non-discretionary investment consulting supported 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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Colby W

Series 66

Ashland, KY

Raymond James & Associates

Colby Wright is a financial advisor with Raymond James & Associates in Ashland, KY, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 14 years. Outside of advising, he is involved in agriculture and construction/engineering as a sole proprietor in Louisa, Kentucky. 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, non-discretionary investment consulting, and institutional fiduciary services, drawing on 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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Steven S

Series 63, Series 65

Ashland, KY

Raymond James & Associates

Steven Simmerman is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James for 19 years. Outside of his advisory role, Simmerman is a partner at Lightning Properties LLC, where he participates in real estate leasing decisions. 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, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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