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Sandra A

Series 66

Atlanta, GA

Raymond James & Associates

Sandra Acosta Kaasbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Berkshire Hathaway HomeServices Georgia Properties and FlightSafety International. Outside of her advisory role, she is an active real estate agent with VPR Virtual Properties Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs 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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Kenneth W

Series 65, Series 66

Atlanta, GA

Raymond James & Associates

Kenneth Whitley is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he is an owner of WVP Ventures LLC, an entity involved in leasing office space to his firm. 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 municipal advisory services.

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

Series 66

Atlanta, GA

Raymond James & Associates

Harris Konter is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is the owner and proprietor of Manifesting Destiny LLC, where he is writing and publishing a children's book. 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, non-discretionary investment consulting, and institutional advisory services, utilizing 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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Steve K

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Steve Kaasbell is a financial advisor at Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory work, he is the owner of WVP Ventures LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary consulting services, utilizing a variety 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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Thomas R

CFP®, Series 66

Atlanta, GA

Raymond James & Associates

Thomas Rudderow IV is a CFP® professional with 10 years of experience, currently advising at Raymond James & Associates since 2016. He holds the Series 66 license and is based in Atlanta, GA. 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, investment consulting, and institutional fiduciary services.

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