George Lipsey is a Series 63-licensed advisor at Raymond James & Associates with 29 years of industry experience. He has been with Raymond James since 1997. Lipsey is the owner of Lipsey Wealth Management LLC, an entity established to hold the real estate lease for his office and manage associated expenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and other entities, offering financial planning, non-discretionary investment consulting, municipal advisory services, and a range of portfolio management styles supported by affiliated research and model managers.

Andrew Lipsey is a financial advisor with Raymond James & Associates in Dunwoody, GA, holding Series 63 and Series 65 licenses and possessing 12 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 investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Matthew Herring is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Choice Payroll Inc for five years before joining Raymond James. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.