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David B

Series 63, Series 65

Dallas, TX

Raymond James & Associates

David Byrd is a financial advisor at Raymond James & Associates in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. 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, and government entities, providing 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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Kyle D

CFP®, Series 66

Dallas, TX

Raymond James & Associates

Kyle Dunham is a CFP® professional with eight years of industry experience, currently advising clients at Raymond James & Associates in Dallas, TX. His prior work includes roles at Charles Schwab & Co., Inc. and a period outside the financial industry at Sazza Pizza + Salads. 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, delivering tailored financial planning and consulting services through a broad 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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Holli R

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Holli Rigdon is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. 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 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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Winston J

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.

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

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Robert Blackford is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is a partner in Abacoholics LLC, which owns a vacation home. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, 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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Tammi H

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Tammi Huckabee is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2011. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through 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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Claire B

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Claire Bremner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with the Dallas Pickleball 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, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad network of advisers and research resources.

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

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Wallace Williams is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 66

Dallas, TX

Raymond James & Associates

Sean Flood is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has two years of industry experience and previously worked at the California Milk Advisory Board, AgWest Farm Credit, The Home Depot, and Target. 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, advisory programs, and institutional consulting with a range of portfolio management styles and affiliate resources.

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

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Philip Disspain is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he has involvement with Uber in transportation and logistics. 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 solutions.

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

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Timothy Kelley is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. 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, charitable organizations, and municipal entities, 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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Gregory G

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Gregory Galbraith is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer and secretary for CG Family Investments LP. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services, utilizing a range of portfolio management styles supplemented by in-house research and third-party sub-advisers.

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

Series 66

Dallas, TX

Raymond James & Associates

Christopher Branton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Raymond James since 2018 and previously spent one year at Nomura. He began his career after graduating from Southern Methodist University. 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 that includes individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting through 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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Alexander G

Series 66

Dallas, TX

Raymond James & Associates

Alexander Galeti Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2008. 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 financial planning and consulting services supported by a nationwide adviser network.

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

Series 66

Dallas, TX

Raymond James & Associates

Jarrell Prince is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. 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 solutions.

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

Series 66

Dallas, TX

Raymond James & Associates

Tawn Bullock is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Acura of Bellevue. Outside of his advisory work, Bullock has been involved with Bullock Media for over a decade. 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 and non-discretionary investment consulting 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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James P

Series 63, Series 65

Dallas, TX

Raymond James & Associates

James Prince is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, Prince serves as chairman of the finance and investment committee at Prestonwood Baptist Church and is a director for Weir’s Furniture Village. 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 broad client base including individuals, institutions, and charitable organizations, providing 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 C

Series 63

Dallas, TX

Raymond James & Associates

John Crocker is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is involved with CPB Capital Group LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, 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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Nathan C

Series 65, Series 66

Dallas, TX

Raymond James & Associates

Nathan Chapman is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 65 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at SunTrust Bank, SunTrust Investment Services, and J.P. Morgan Securities. 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, pension plans, and charitable organizations, offering tailored 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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Tod D

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Tod Drury is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, First Horizon Bank, Equitable Advisors, Ameriprise, and Truist-related firms. 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, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 66

Dallas, TX

Raymond James & Associates

Christopher Drennen is a financial advisor with Raymond James & Associates based in Dallas, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Raymond James & Associates and Raymond James Bank since 2014. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Series 66

Dallas, TX

Raymond James & Associates

Joseph Estes is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he serves as a director of the Touchdown Club of Dallas, where he contributes to club operations and community relations. 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 charitable organizations, offering financial planning and investment consulting through multiple advisory programs and institutional solutions.

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

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Juan Muñoz Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, combining multiple portfolio management styles with firm research and model manager options.

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

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Taylor Hammond is a financial advisor at Raymond James & Associates with five years of industry experience. He previously worked at The Vanguard Group, NYLIFE Securities LLC, and New York Life Insurance Company. 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 charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.

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

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Mc Kenzie Shields is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Raymond James, Shields worked at Equitable Advisors and has diverse experience including roles at FIG - The Block Showroom and Beyond Faith Hospice. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

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

Series 63

Dallas, TX

Raymond James & Associates

Kevin Kernan is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2005. 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, institutional and pension plans, and charitable organizations, providing 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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Bruce D

Series 66

Dallas, TX

Raymond James & Associates

Bruce Dunham is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes prior roles at Merrill and Bank of America. 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 public 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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Daniel D

Series 63

Dallas, TX

Raymond James & Associates

Daniel Delp is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and investment consulting through 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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Sara B

Series 63, Series 65, Series 66

Dallas, TX

Raymond James & Associates

Sara Bravo is a financial advisor at Raymond James & Associates in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 18 years of industry experience. She joined Raymond James in 2017 after working at Texas Health Emergency Room. 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 advisory services supported by a broad 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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