Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Zhiyang L

Series 66

Dallas, TX

Raymond James & Associates

Zhiyang Ling is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he held roles at Bank of America, Merrill, and The Vanguard Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing various portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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 licenses and bringing 25 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, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Jarrell P

Series 66

Dallas, TX

Raymond James & Associates

Jarrell Prince is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he is a partner and secretary of CPB Capital Group LLC, a rental real estate business. 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, institutional clients, and municipal entities, providing a range of financial planning and consulting services supported by extensive research and a variety of portfolio management approaches.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jeremy S

Series 63, Series 66

Dallas, TX

Raymond James & Associates

Jeremy Silvas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, each for seven years. Outside of his advisory work, he manages a household employer arrangement related to caregiving for his disabled son. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining multiple portfolio management styles with in-house research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Nathan C

Series 66, Series 65

Dallas, TX

Raymond James & Associates

Nathan Chapman is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Raymond James, he worked at SunTrust Bank and its affiliated investment services and advisory entities for seven years, and at J.P. Morgan Securities for five 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, institutions, pension and profit-sharing plans, charitable organizations, 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
user avatar
firm logo

Tod D

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Tod Drury is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior firms include LPL Financial LLC, First Horizon Bank, Equitable Advisors, Ameriprise, BB&T Securities, and Truist affiliates. 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 consulting services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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 the Series 63 and Series 66 designations and previously worked at JP Morgan Securities and JP Morgan Chase Bank. Raymond James & Associates is a large investment firm serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored financial planning and investment consulting through a range of portfolio management strategies and maintains notable municipal advisory services alongside its broader investment advisory and execution roles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

Mc Kenzie S

Series 65, Series 63

Dallas, TX

Raymond James & Associates

Mc Kenzie Shields is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, Shields worked at Equitable Advisors and has held roles in various other sectors including retail and education. Outside of financial services, Shields has experience with entrepreneurial and community-related activities such as involvement with Popcorn Papa and work in hospice care. 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 consulting services with a range of portfolio management styles and municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Daniel D

Series 63

Dallas, TX

Raymond James & Associates

Daniel Delp is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Based in Dallas, TX, his career has spanned over three decades in the financial services sector. 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 governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")