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Brian A

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Brian Alford is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a board member and officer involved in fundraising for American Little League in Columbus, GA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary client relationships and diverse portfolio management strategies.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Jacquelyn Clark is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James since 2013 and co-owns High Log Creek Farm and Hunting Preserve, where she manages accounting and payroll. Clark is also a partner in an agricultural family limited liability partnership. 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 fiduciary services, supported by a nationwide adviser force and a range of portfolio management styles.

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

Series 63

Columbus, GA

Raymond James & Associates

Brenda Meadows is a financial advisor with Raymond James & Associates in Columbus, GA, holding a Series 63 designation and bringing 30 years of industry experience. She 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, 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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John M

Series 63, Series 65

Columbus, GA

Raymond James & Associates

John Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Dancing Bears Farm LLC and a partner in a family limited partnership that manages timber land under a long-term lease. Raymond James & Associates, Inc. is a dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a broad range of portfolio management strategies.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

George Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 26 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting 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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Jeff D

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Jeff Dakin is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 35 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 managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary services with 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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Gregory K

Series 66

Columbus, GA

Raymond James & Associates

Gregory Kolb is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James in 2024, he served seven years in the 75th Ranger Regiment, USASOC, United States Army. 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, institutions, charitable organizations, and municipal entities, offering financial planning and consulting 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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William M

Series 65, Series 66

Columbus, GA

Raymond James & Associates

William Middleton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an operating manager and board member of Broken Arrow Land Company, LLC. 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 wide range of clients, including individuals, institutional investors, pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management styles and affiliated research.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Michael Goldman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved with Celebrity’s Casseroles, a food service business, and serves as immediate past president in a consulting honorary position at the Shearith Israel Synagogue. 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 and non-discretionary investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

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

Series 63, Series 66

Columbus, GA

Raymond James & Associates

Andrew Sullivan is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting 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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Melissa H

Series 63, Series 66

Columbus, GA

Raymond James & Associates

Melissa Hamilton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at Merrill, Janney Montgomery Scott, and Morgan Stanley Smith Barney. 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, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Richard Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a co-executor on a family estate and holds a volunteer officer position as secretary for a homeowners association board. 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 tailored financial planning and investment consulting through multiple advisory programs, supported by a nationwide adviser network and a range of portfolio management strategies.

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