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Stephanie K
Series 66
Chapel Hill, NC
Raymond James & Associates
Stephanie Kidd is a financial advisor at Raymond James & Associates with 12 years of industry experience. She has been with Raymond James & Associates since 2015 and holds a Series 66 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, non-discretionary investment consulting, and institutional fiduciary services.
Everett A
Series 63, Series 65
Chapel Hill, NC
Raymond James & Associates
Everett Anderson is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2008. 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 plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Kurt S
Series 63, Series 66
Chapel Hill, NC
Raymond James & Associates
Kurt Schmiemann is a financial advisor with Raymond James & Associates in Chapel Hill, NC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior firms include Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he is a notary public in Durham, North Carolina. 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 municipal entities, and offers a range of financial planning and consulting services with a primarily non-discretionary investment approach.
Melissa H
Series 63, Series 65, Series 66
Chapel Hill, NC
Raymond James & Associates
Melissa Herzog is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Blue Heron Asset Management and Wells Fargo Clearing. 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, providing financial planning, non-discretionary investment consulting, and institutional solutions.
Florence S
CFP®, Series 66
Chapel Hill, NC
Raymond James & Associates
Florence Smith is a CFP® professional with seven years of industry experience, currently advising clients at Raymond James & Associates in Chapel Hill, NC. Prior to joining Raymond James, she worked briefly at Amphora Wealth Management and spent time focused on CFP education and exams. Smith serves as Treasurer and board member of the Hillsborough Arts Council, a nonprofit organization. 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 non-discretionary financial planning and consulting supported by extensive research and multiple portfolio management styles.
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