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Stephen M

CFP®, Series 66

Baton Rouge, LA

Raymond James & Associates

Stephen Miller is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Baton Rouge, LA. 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, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and municipal advisory services.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Jordan Dudley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Merrill for two years and was associated with Lamar University and Louisiana State University earlier in his career. He also operated Coach "O" Tiger Football Camps, L.L.C. in 2017. 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and various portfolio management strategies.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Jessica Ourso is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she is a partner in Ourso Electric, assisting with invoices and marketing for her husband's business. 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 municipalities, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

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

CFP®, Series 66

Baton Rouge, LA

Raymond James & Associates

Matthew Colvin is a CFP® with 19 years of industry experience, currently associated with Raymond James & Associates in Baton Rouge, LA. 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 clients, and municipal entities, 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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George M

Series 63, Series 65

Baton Rouge, LA

Raymond James & Associates

George Miller is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Miller is involved as a partner in FREEMILL, LLC, where he manages administrative tasks related to condo ownership. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by proprietary research and a broad range of portfolio management options.

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

Series 63, Series 65

Baton Rouge, LA

Raymond James & Associates

Ryan Bowen is a financial advisor with Raymond James & Associates in Baton Rouge, LA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Raymond James in 2017, Bowen worked at the Attorney General's Office and General Nutrition Center. 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 broad 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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Charles G

Series 63, Series 65

Baton Rouge, LA

Raymond James & Associates

Charles Guercio is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.

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

Series 63, Series 65

Baton Rouge, LA

Raymond James & Associates

David Broussard is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Broussard also serves as a board member for Evergreen Working Capital and is a partner in JKS Hodges LLC, a business he co-owns with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various advisory programs and emphasizes tailored, non-discretionary client-focused strategies supported by extensive research and multiple portfolio management styles.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Joyce Chustz is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2013 and also has experience in rental real estate 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 investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Christina Sullivan is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. She has been with Raymond James since 2018 and previously worked at L'auberge Hotel and Casino for three years. 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, institutions, pension plans, 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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Brian B

Series 66

Baton Rouge, LA

Raymond James & Associates

Brian Berns Jr. is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked in legal roles at Carver Darden Law Firm and LSU Paul M. Hebert Law Center. 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 entities, and municipal organizations, providing tailored financial planning and consulting services supported by comprehensive research and a range of portfolio management strategies.

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

Series 63

Baton Rouge, LA

Raymond James & Associates

Lisa Westmoreland is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2013. Outside of her advisory work, she manages a rental property business in Baton Rouge, Louisiana. Raymond James & Associates serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a variety of portfolio management styles supported by in-house research and model options, with a focus on non-discretionary advisory relationships.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Gracen Mouton is a financial advisor at Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation. Mouton has recent experience with several organizations, including Check Creative and Bonton Associates, and an extended period working at Saint Josephs Academy and LSU. 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, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63, Series 66

Baton Rouge, LA

Raymond James & Associates

Thomas Hyde is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. Outside of his advisory role, he has a personal private investment in Cutagenesis. 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 entities, and municipal 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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Gary S

CFA®, Series 63

Baton Rouge, LA

Raymond James & Associates

Gary Smith is a financial advisor with Raymond James & Associates in Baton Rouge, LA. He holds the CFA® designation and Series 63 license and has 38 years of industry experience. Smith 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 clients, 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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Leo S

Series 63, Series 65

Baton Rouge, LA

Raymond James & Associates

Leo Sanchez III is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he has a private investment in a therapeutic cosmetics business, Cutagenesis. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and diverse portfolio management options.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Samuel Hughes is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. He previously worked at Louisiana State University and Mississippi College, as well as Denham Springs High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and firm research.

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

Series 63, Series 66

Baton Rouge, LA

Raymond James & Associates

Thomas Savoie is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves on the board of a family-owned sugar production and refining business and is involved in agricultural and investment-related activities. 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 tailored financial planning and consulting 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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Jason F

Series 66

Baton Rouge, LA

Raymond James & Associates

Jason Fontane is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and bringing 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 individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by extensive research and a wide range of portfolio management options.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Chase Fresina is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James & Associates in 2022, he was involved in the hospitality industry, managing Our Mom's Restaurant & Bar for seven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing 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 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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Thomas T

Series 66

Baton Rouge, LA

Raymond James & Associates

Thomas Traynham is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His prior experience includes roles at LPL Financial, Altus Wealth Management, Guardian Life Insurance Company, and several other firms. Traynham is also involved with Altus Benefit Solutions as a non-variable insurance producer on a part-time basis. 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 services, supported by a nationwide adviser network.

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

Series 63, Series 65

Baton Rouge, LA

Raymond James & Associates

Samuel Chastain is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Raymond James, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, and PIMCO Investments. He is also the owner of CyberKeep Solutions, a cybersecurity firm that provides services to smaller organizations such as schools and clinics. 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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Jennifer B

Series 66

Baton Rouge, LA

Raymond James & Associates

Jennifer Bernard is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is a 50% owner of a rental real estate business, Willow Lake East, LLC, in Prairieville, Louisiana. 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 municipalities, offering financial planning and consulting through various advisory programs with a wide range of portfolio management styles.

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