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Mary Alice F
Series 63, Series 66
Atlanta, GA
Raymond James & Associates
Mary Alice Fuentes Ford is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank before joining Raymond James in 2022. 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 municipal advisory services supported by a wide range of portfolio management styles and affiliated research.
Joshua N
Series 66
Atlanta, GA
Raymond James & Associates
Joshua Newman is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Malcolm T
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Malcolm Tarver is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 57 years of industry experience. He has been with Raymond James & Associates since 2008. 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 investment consulting primarily through non-discretionary relationships.
Thomas W
Series 65, Series 63
Atlanta, GA
Raymond James & Associates
Thomas Weaver is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Greybar Electric Company, following a five-year tenure at the University of Alabama and four years at The Bolles 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 individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Edward S
Series 66
Atlanta, GA
Raymond James & Associates
Edward Scherer is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years before joining Raymond James in 2026. Raymond James & Associates is a 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 entities, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Lenard I
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Lenard Iglar is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Peter C
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Peter Cwalina is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2002. He is a minority shareholder in his wife's company, Creative Corporate Ideas, with no active role. Raymond James & Associates is a large, dually registered broker–dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a diverse range of portfolio management styles and affiliated research.
Robert S
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Robert Schwartz is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory work, he has a personal investment interest in the Tupelo Honey Cafe restaurant. 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, and offers financial planning, non-discretionary consulting, and institutional advisory services supported by a nationwide team of advisors and extensive affiliated research.
John C
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
John Crawford Sr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. 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 supported by a broad range of portfolio management styles and affiliated research resources.
Harvey S
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Harvey Schneider is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Daniel M
Series 66
Atlanta, GA
Raymond James & Associates
Daniel Mccalpin is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019, following three years at Cambridge Investment Research Advisors. 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—and offers a range of financial planning, investment consulting, and municipal advisory services.
William G
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
William Genthert 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. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a nationwide adviser force and a range of portfolio management styles.
Damion G
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Damion Grant is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, ACS a Xerox company, and military exchange services. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with primarily non-discretionary advisory relationships.
David M
Series 66
Atlanta, GA
Raymond James & Associates
David Martin is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a wide range of portfolio management styles and affiliated research.
Thomas M
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Thomas Mc Laren is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. Since 2016, he has been affiliated with Raymond James as well as participating occasionally in consumer surveys for Fieldwork Atlanta and Murray Hill Marketing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Qurdricka W
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
Qurdricka Ward is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Raymond James & Associates since 1999 and concurrently associated with Arcadia Financial since 1996. 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 advisory services supported by a nationwide adviser network.
Erik L
Series 66
Atlanta, GA
Raymond James & Associates
Erik Lawser is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he serves as Treasurer and board member for the Autism Foundation of Georgia. Raymond James & Associates is a large dual-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 and investment consulting with a range of portfolio management styles and affiliated research.
John C
Series 63, Series 65
Atlanta, GA
Raymond James & Associates
John Crawford Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2020 before joining Raymond James in 2020. 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, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.
Jarrett F
Series 66
Atlanta, GA
Raymond James & Associates
Jarrett Frierson is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Essex Securities, Cabot Lodge Securities, SB Advisory, and IFS 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 and investment consulting with a range of portfolio management styles supported by affiliated research and model manager options.
Theodore M
Series 66
Atlanta, GA
Raymond James & Associates
Theodore Meihofer is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 credential and has worked previously at UBS Financial Services Inc. from 2007 to 2018, followed by a one-year tenure at Casting Taylor Made. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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