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Paul B

Series 63, Series 66

Birmingham, AL

Raymond James & Associates

Paul Bush is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes prior roles at Bank of America, Merrill, BBVA Securities, and Compass Bank. 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, providing financial planning and advisory services with non-discretionary consulting based on detailed analyses and supported by firm research and a range of portfolio management options.

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

Series 66

Birmingham, AL

Raymond James & Associates

Jake Majors is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, Majors has held positions at Auburn University and Greystone Country Club. 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 non-discretionary investment consulting through various specialized programs.

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

Series 63

Birmingham, AL

Raymond James & Associates

Jessica Hall is a financial advisor at Raymond James & Associates with 21 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. She holds a Series 63 designation. 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 advisory services 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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Joseph C

Series 66, Series 63

Birmingham, AL

Raymond James & Associates

Joseph Cobb is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Cetera Investment Services, Regions Bank, and Charles Schwab. Cobb is based in Birmingham, AL. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting 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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Scott R

Series 66

Birmingham, AL

Raymond James & Associates

Scott Renfroe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Heritage 1843, Troy University, Starling Tree Farm, and Pike Liberal Arts School. 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, institutions, and municipalities, offering financial planning, investment consulting, and institutional services with 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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Andrew B

Series 65, Series 63

Birmingham, AL

Raymond James & Associates

Andrew Burns is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 registrations. He has three years of industry experience, including prior roles at Cetera Investment Services and Regions Bank. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad network of affiliated research and portfolio management resources.

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

Series 63, Series 65

Birmingham, AL

Raymond James & Associates

Amelia Luttrell is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Arlington Capital Advisors for two years. Amelia serves on the Junior Board of Directors for Oasis Counseling for Women & Children, a nonprofit organization supporting vulnerable women, children, and families. Raymond James & Associates is a large 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 charitable organizations, offering tailored financial planning and investment consulting through non-discretionary advisory programs.

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

Series 66

Birmingham, AL

Raymond James & Associates

Stuart Johnson is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at The Title Group, Inc. from 2015 to 2017. 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, and offers a range of financial planning and advisory services with a focus on tailored, non-discretionary consulting.

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

Series 63

Birmingham, AL

Raymond James & Associates

Peppi Talley is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. His career includes long tenures at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Based in Birmingham, AL, he has been with Raymond James since 2021. 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 tailored 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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Dean P

Series 63, Series 65

Birmingham, AL

Raymond James & Associates

Dean Paugh is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 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, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

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

Series 66

Birmingham, AL

Raymond James & Associates

Jill Taylor Phillips is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill and RBC, among other firms, before joining Raymond James in 2026. 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 plans, and municipalities, offering financial planning and investment consulting through various advisory programs.

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

Series 63, Series 65

Birmingham, AL

Raymond James & Associates

Brian Southerland is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 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 that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, 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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Alexander B

Series 66

Birmingham, AL

Raymond James & Associates

Alexander Belt is an advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential. He joined Raymond James in 2026 and has prior experience with Bridgeworth Wealth Management, Stifel, and employment roles outside the financial sector. 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, 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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Jack W

Series 66

Birmingham, AL

Raymond James & Associates

Jack Wells III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC, Chick-Fil-A, DoorDash, and the University of Alabama. 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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Christopher S

Series 63, Series 66

Birmingham, AL

Raymond James & Associates

Christopher Smith is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, 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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Matthew G

CFP®, Series 66

Birmingham, AL

Raymond James & Associates

Matthew Gordon is a CFP® with 12 years of experience currently working at Raymond James & Associates. He has been with the firm since 2014 and previously worked at Briarwood Christian School for seven years. 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 and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

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

Series 63, Series 65

Birmingham, AL

Raymond James & Associates

John Pickering is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering a range of financial planning and advisory services with a generally non-discretionary approach tailored through detailed risk profiling and analytical tools.

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

Series 63

Birmingham, AL

Raymond James & Associates

Martin Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and five years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Warreen Averett, and university affiliations at Auburn and the University of Mississippi. 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 wide range of clients, 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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Toni C

Series 63, Series 66

Birmingham, AL

Raymond James & Associates

Toni Curles is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Raymond James since 2011, based in Birmingham, AL. 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 and pension plans, charitable organizations, and municipalities, 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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Clayton O

Series 66

Birmingham, AL

Raymond James & Associates

Clayton Ollendieck is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previous work experience including roles at Globe Life Liberty National and academic and athletic involvement at Troy University and Iowa Central Community College. Outside of finance, he donates plasma to help create medicine and save lives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

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