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Lamar W
Series 66
Atlanta, GA
Raymond James & Associates
Lamar Ware is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates, Inc. 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 high-net-worth individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Douglas C
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Douglas Crenshaw is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in RJ FourScore Capital LLC, a business created to manage office lease arrangements. 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 supported by multiple portfolio management styles and affiliated research.
Mark W
Series 63
Atlanta, GA
Raymond James & Associates
Mark Whatley is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.
Roland L
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Roland Larmore III is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he is involved as a community coach and is a partner in an LLC established to lease office property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.
William L
Series 66
Atlanta, GA
Raymond James & Associates
William Larmore is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Frazier & Deeter, LLC for two years and spent seven years in school. 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 municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research options.
Allan G
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Allan Gottlieb is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Gottlieb serves as a board member in an advisory capacity for the Northside Youth Organization, a nonprofit based in Atlanta. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Mary W
Series 66
Atlanta, GA
Raymond James & Associates
Mary Williams is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2011. Outside of her advisory role, she works part-time as a yoga instructor. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning and consulting services, employing diverse portfolio management styles supported by extensive research and a broad affiliate network.
John C
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
John Connolly is a financial advisor at Raymond James & Associates in Atlanta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2014. Outside of his advisory role, Connolly serves as Treasurer and Officer of the Connolly Family Foundation, a nonprofit organization that issues grants to charities and conducts site visits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles supported by extensive research and affiliated managers.
Joseph S
Series 66
Atlanta, GA
Raymond James & Associates
Joseph Switay is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2025, he was self-employed from 2021 to 2025. Outside of finance, he is the owner of JSwitay Music LLC, where he records and produces music and teaches piano and music technology. 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 high-net-worth individuals, institutions, and municipalities, offering financial planning, investment consulting, municipal advisory services, and a variety of portfolio management strategies.
Ican O
CFP®, ChFC®, Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Ican Osinjolu is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience, currently with Raymond James & Associates in Atlanta, GA. His prior experience includes roles at AXA Advisor LLC, AXA Equitable LLC, Wells Fargo Clearing Services LLC, and Metlife Investors Distribution Company. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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