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Harry P

Series 66

Atlanta, GA

Raymond James & Associates

Harry Pence Jr. is a financial advisor at Raymond James & Associates in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Raymond James & Associates, Bank of America, Merrill, and Playworld Preferred. He serves as Treasurer and a board member of Highland Rivers, a nonprofit focused on mental illness and substance abuse support. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

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

Series 63, Series 66

Atlanta, GA

Raymond James & Associates

Teresa Rodriguez is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes roles at JPMorgan Chase, Bank of America, Merrill Lynch, and Wells Fargo. She volunteers monthly to coordinate alumni meetings for Northeastern University in Georgia and serves as power of attorney for two cousins. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a range of portfolio management styles and provides municipal advisory services alongside its institutional and wealth advisory programs.

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

CFP®, Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Gerald Lowe Jr. is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. 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 specialized municipal advisory services.

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

Series 66

Atlanta, GA

Raymond James & Associates

Elijah Gordon is a Series 66-licensed financial advisor with Raymond James & Associates in Atlanta, GA. He has one year of industry experience and has held roles at Chartwell Investment Partners and Wilkes University. Raymond James & Associates, Inc. is a large broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Warren Edge is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. He has been with Raymond James since 2016. 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 and investment consulting services through multiple programs and affiliated research resources.

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

Series 65, Series 63

Atlanta, GA

Raymond James & Associates

Mc Kenzie Lewis is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Raymond James, Lewis worked at Morgan Stanley and IAT Insurance Group. Outside of advising, Lewis creates content as a YouTube creator. 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 and consulting services with a focus on tailored, non-discretionary investment strategies.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Robert Schaffer is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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 services.

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

Series 66

Atlanta, GA

Raymond James & Associates

Emma Smith is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including John Hancock, Bank of America, Merrill Lynch, Morgan Stanley, and Charles Schwab. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and municipal entities. The firm offers a range of financial planning and advisory services supported by research, diverse portfolio management styles, and specialized municipal advisory capabilities.

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

Series 66

Atlanta, GA

Raymond James & Associates

John Andrews is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Bank of America and Merrill Lynch. 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 specialized municipal advisory services.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Robert Fierman is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James & Associates since 1985. Outside of his advisory role, Fierman volunteers with the Cheatham Hill Farm Homeowners 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Beth Chessler is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Raymond James since 2016. 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, including high-net-worth clients, institutions, and municipal entities, offering a range of financial planning and advisory services that rely on tailored planning based on risk profiling and software-driven analyses.

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

Series 66

Atlanta, GA

Raymond James & Associates

Bruce Burns Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years. He serves on the finance committee of Atlanta Westside Presbyterian Church, where he reviews financial reports and assists with budgeting and special projects. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, 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
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Robert C

CFP®, Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Robert Carnes is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with Raymond James & Associates in Atlanta 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a non-discretionary advisory model.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Thomas Shoup is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James since 2012 and also manages Shoup Family LLC since 2018. Outside his advisory role, he is a passive investor in private investments through REVO SQUARED. 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.

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

Series 65, Series 63

Atlanta, GA

Raymond James & Associates

Lucas Hopkins is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Before joining Raymond James, he worked at W&S Brokerage Services, Western & Southern Life, Capstone Hospitality, Georgia Southern University, and Briarwood Academy. 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 government entities, offering tailored financial planning and consulting services through various advisory programs.

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

Series 63, Series 66

Atlanta, GA

Raymond James & Associates

Ashley Abbott is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Raymond James & Associates since 2016 and has also been associated with Advocare since 2017. Outside of her advisory role, she is involved in a rental real estate business. 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 non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

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

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Ellis Green is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1994. 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 diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide 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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Christine M

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Christine Morgan is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. Raymond James & Associates, Inc. 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 clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through 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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Lauren I

Series 66

Atlanta, GA

Raymond James & Associates

Lauren Iddins is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2015. 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 charitable organizations, and offers financial planning and consulting services through various specialized programs.

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

Series 66

Atlanta, GA

Raymond James & Associates

Thomas Pearce is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His background includes roles at Uber and Sewanee, among other firms. 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, investment consulting, and municipal advisory services.

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