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Ashley M

Series 66

Atlanta, GA

Raymond James & Associates

Ashley Moss is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and having 11 years of industry experience. He has been with Raymond James & Associates since 2015. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and a range of portfolio management styles.

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

Series 66

Atlanta, GA

Raymond James & Associates

John Mittiga is a financial advisor at Raymond James & Associates based in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. His work history includes roles at Raymond James, The Lauder House, and Emory University. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, providing 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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Sharaff R

Series 66, Series 65

Atlanta, GA

Raymond James & Associates

Sharaff Rathur is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 credentials and 15 years of industry experience. Prior to joining Raymond James in 2025, Rathur worked at Wells Fargo Clearing and PNC Investments. Raymond James & Associates is a large institution managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and supported by extensive research and affiliated asset managers.

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

CFP®, Series 63

Atlanta, GA

Raymond James & Associates

Laura Schulman is a CFP® with 15 years of industry experience and has been with Raymond James & Associates since 2013. She is based in Atlanta, GA, and holds a Series 63 license. 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 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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Desiree F

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Desiree Fuehrer is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Morgan Stanley from 2016 to 2023 before joining Raymond James. Fuehrer serves as a board member for the Olde Town Roswell Town Homes HOA, participating in community matters without compensation. 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 adviser network and multiple portfolio management strategies.

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

Series 63, Series 66

Atlanta, GA

Raymond James & Associates

Kaimah Bass is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill and The ALDO Group. Outside of her advisory role, she is the managing member and general partner of Kaimah & Co LLC, a retail clothing business. Raymond James & Associates is a large broker-dealer and registered investment adviser serving individuals, institutions, pension plans, and other entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, and is notable for providing 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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William F

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

William Fowler is a financial advisor at Raymond James & Associates with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. 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 range of clients including individuals, institutional and pension plans, charitable organizations, and government 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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Eric B

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Eric Busko is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James since 2018 and previously spent seven years at Morgan Stanley Smith Barney. Outside of finance, he is a musician in a three-member band. 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, institutions, 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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Kelly J

Series 66

Atlanta, GA

Raymond James & Associates

Kelly Johnson is a Financial Advisor with Merrill Lynch Wealth Management who joined The Gabriel Group in 2022 to support the team’s specialty in philanthropic planning. She holds the Series 7 and Series 66 FINRA registrations and carries the Personal Investment Advisor (PIA) designation. Kelly applies over 20 years of experience in nonprofit management, fundraising, community relations, volunteerism, corporate citizenship, and board support to strategic wealth management and philanthropic planning. Kelly earned her bachelor's degree from the University System of Georgia. Her career began at Children's Healthcare of Atlanta in fundraising and community outreach, including a term as a fundraising loaned executive to the United Way of Greater Atlanta. She later worked with Ketchum Public Relations to support corporate citizenship and philanthropic efforts before serving as executive director of an international healthcare nonprofit. After a period focused on consulting and community volunteering, she rejoined Children's Healthcare of Atlanta to help grow the legacy giving program and support donor stewardship. Kelly is involved with various professional and community organizations, including the Atlanta Charitable Advisor Network (ACAN) Steering Committee, Catholic Foundation of North Georgia Professional Advisors Network (PAN) Steering Committee, Children’s Legacy Advisor Leadership Council, and local schools in Dunwoody. She is a member of the 2023-24 class of the Philanthropic Advisors Leadership Institute (PALI) and the Balser Giving Circle for 2025. Kelly's personal interests include biking, hiking, music, running, singing, swimming, watching movies, yoga, and spending time with her family.

Charitable giving & philanthropy General estate planning guidance Gifting strategies Founder/Business Owner Executive
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Jefferson T

Series 66

Atlanta, GA

Raymond James & Associates

Jefferson Thompson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. His background includes roles with WorthPoint Inc and service in the Georgia Army National Guard and Army National Guard. 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, offering 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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