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Cole B
Series 66
Dallas, TX
Raymond James & Associates
Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. 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 consulting with non-discretionary implementation decisions.
Christie A
Series 66
Dallas, TX
Raymond James & Associates
Christie Autry is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2013. Outside of her advisory role, she is involved with the Whitton Volunteer Fire Department in Canton, Texas, where she assists with managing financial operations. 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 supported by a nationwide adviser network and a range of portfolio management strategies.
Michael H
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Michael Huston is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and 54 years of industry experience. He has been with Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a professor with the Texas State Board of Public Accountancy. 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 supported by a nationwide adviser network.
Thomas F
Series 63
Dallas, TX
Raymond James & Associates
Thomas Frye is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Frye serves as a trustee managing assets for the Frye 2000 trust. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
John H
Series 63, Series 65
Dallas, TX
Raymond James & Associates
John Hill Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James & Associates for 13 years. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Leianne E
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Leianne Erhart is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Franklin Templeton and Aldo, with a background spanning financial services and retail sectors. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages roughly $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 municipal advisory services.
Joseph M
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Joseph Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined ten years. He has been with Raymond James & Associates since 2019. 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, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.
Amber S
CFP®, Series 63, Series 66
Dallas, TX
Raymond James & Associates
Amber Seale is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Raymond James & Associates in Dallas, TX since 2015. She previously worked in the luxury sector from 2017 to 2018. Amber is a limited partner in K-7 Enterprises. 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, institutional clients, and nonprofit entities, offering financial planning and investment consulting services through various advisory programs.
Alan M
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Alan Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.
Anna B
Series 66
Dallas, TX
Raymond James & Associates
Anna Buckhalter is a Series 66-licensed financial advisor with Raymond James & Associates in Dallas, TX, where she has worked since 2018. She has 20 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she owns B Kind Design Co, a business focused on selling craft items and potentially hosting craft classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.
Heidi G
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Heidi Gough is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a director and board member at the Corinthian Sailing 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, non-discretionary investment consulting, and municipal advisory services.
Donald D
Series 63
Dallas, TX
Raymond James & Associates
Donald Davis Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in managing rental real estate properties alongside his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional consulting through multiple specialized divisions.
Zachary M
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Zachary Munjas is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Equitable Advisors, LLC, and Mauceri Bynum Insurance. Outside of his advisory role, Munjas is the founder and owner of an eBay shop called Sports N Stuff. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and model manager options.
Lewis R
Series 63
Dallas, TX
Raymond James & Associates
Lewis Rogers is a financial advisor at Raymond James & Associates with 57 years of industry experience. He holds a Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Jennifer M
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Jennifer Martinez is a financial advisor at Raymond James & Associates in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2013. 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 broad client base—including individuals, institutional clients, and charitable organizations—and provides financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting services.
William S
Series 63, Series 65
Dallas, TX
Raymond James & Associates
William Scarborough III is a financial advisor at Raymond James & Associates with 43 years of industry experience. He has been with Raymond James since 2001. Outside of his advisory work, he is a novelist and business book author. Scarborough also serves as a board member for Esperanza Y Futuro, 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Kevin G
Series 66
Dallas, TX
Raymond James & Associates
Kevin Gough is a financial advisor at Raymond James & Associates in Dallas, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at Raymond James & Associates since 2023, CFO4Life in 2022, and prior positions in education at Texas A&M University and Coppell Independent School District. 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, non-discretionary investment consulting, and institutional consulting through various specialized programs.
Michael H
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Michael Hilger is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, he serves on the finance and investment committee of the nonprofit organization 2Tim22. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing tailored financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.
Louis G
Series 66
Dallas, TX
Raymond James & Associates
Louis Gasbarra Jr. is a Series 66-licensed financial advisor with Raymond James & Associates in Dallas, TX, bringing 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved with several business partnerships focused on owning and managing commercial properties alongside his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public 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 sub-advisers.
Brandon H
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Brandon Hilger is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to rejoining Raymond James in 2025, he worked at Equitable Advisors, LLC for five years and was also employed at Raymond James from 2017 to 2019. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Kalley H
Series 66
Dallas, TX
Raymond James & Associates
Kalley Hawkins is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and in-house research.
Sabrina F
Series 65, Series 63
Dallas, TX
Raymond James & Associates
Sabrina Fox is a financial advisor at Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior work includes positions at Merrill, Wells Fargo Clearing Services, and Highgate Hotels LP. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm provides tailored financial planning and investment consulting through a range of portfolio management styles, supported by extensive research and affiliated sub-advisers.
Thanh W
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Thanh Whatley is a financial advisor at Raymond James & Associates with Series 63 and Series 65 designations and four years of industry experience. She has been with Raymond James and its affiliates since 2018, following a prior role in healthcare at Texas Oncology and an extended period as a stay-at-home parent. 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 including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide network of advisors.
Paul E
Series 63
Dallas, TX
Raymond James & Associates
Paul Elkjer is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2000. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Cindy R
Series 63
Dallas, TX
Raymond James & Associates
Cindy Russell is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. She has been with Raymond James & Associates since 2013 and has also been involved with Pampered Chef 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting services that emphasize tailored, non-discretionary advice supported by firm research and a variety of portfolio management styles.
Donna S
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Donna Stewart is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses 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 overseeing 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 services.
Wendsday H
Series 66
Dallas, TX
Raymond James & Associates
Wendsday Hughes is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering a range of financial planning and investment consulting services through its Wealth Advisory Services and Institutional Fiduciary Solutions divisions.
Dax S
CFP®, Series 66
Dallas, TX
Raymond James & Associates
Dax Seale is a CFP®-credentialed financial advisor with Raymond James & Associates in Dallas, TX, bringing 17 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he manages a timeshare in Mexico by occasionally listing it on Airbnb to offset costs. 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, with a range of portfolio management styles supported by affiliated research and sub-advisers.
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