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Joseph F

Series 66

Eagle, ID

Raymond James & Associates

Joseph Farris is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. His prior work includes roles at JCCS, Harrington Bottling Company, Wadsworth Builders Co, Silver Star Steak Company, and Carroll College. 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 supported by 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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Joseph P

Series 66

Eagle, ID

Raymond James & Associates

Joseph Peterson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Albertsons Companies Inc and The Hendrix Group, LLC. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services 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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Ruby D

Series 63, Series 66

Eagle, ID

Raymond James & Associates

Ruby Deboer is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016. Prior to her advisory career, she spent eleven years at a Dental Care Center. Outside of finance, she is an officer and secretary of deBoer Drywall & Acoustical Co Inc., where she handles bookkeeping. 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 municipal entities, offering financial planning and consulting services through various specialized programs.

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

CFP®, Series 63, Series 65

Eagle, ID

Raymond James & Associates

Thomas Killingsworth is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Killingsworth serves as a board member and chair of the Investment Subcommittee for the Idaho Community Foundation, overseeing the foundation’s endowed funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, 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
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Patrick C

Series 63, Series 65, Series 66

Eagle, ID

Raymond James & Associates

Patrick Courtright is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Raymond James & Associates for 10 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 66

Eagle, ID

Raymond James & Associates

Christine Satterfield is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Eagle, Idaho. 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, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research options.

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

Series 66

Eagle, ID

Raymond James & Associates

Sharon Kaylor is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and has worked with multiple Raymond James entities since 2016. Her prior roles include positions at Erin Reeve & Associates Financial and Camp Coeur d'Alene. 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, investment consulting, and specialized municipal advisory services.

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

Series 66

Eagle, ID

Raymond James & Associates

Janae Towery is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Her background also includes freelance editing and involvement with the Open Arms Home for Children. 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 municipalities, offering financial planning and investment consulting through 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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John K

Series 66

Eagle, ID

Raymond James & Associates

John Killingsworth is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has four years of industry experience and has worked at Raymond James since 2021. Outside of his advisory role, he tutors math and science at Huntington Learning Center on weekends. Raymond James & Associates oversees approximately $501 billion in assets and serves individuals, institutional clients, pension plans, and charitable organizations. 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 model managers.

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

Series 66

Eagle, ID

Raymond James & Associates

Birch Bayer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. Located in Eagle, ID, he is part of a large advisory network serving a diverse client base. 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 municipal entities with financial planning and consulting services, utilizing 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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John A

Series 66

Eagle, ID

Raymond James & Associates

John Adams is a financial advisor with Raymond James & Associates holding a Series 66 designation and over eight years of industry experience. His career includes seven years at Baker Boyer National Bank and five years at JK Adams Ranches, Inc. 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 and non-discretionary investment consulting 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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Rebekah F

Series 66

Eagle, ID

Raymond James & Associates

Rebekah Faasau is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 19 years of industry experience. She previously worked at Bank of America, N.A., and Merrill. Outside of her advisory role, she is involved as a committee member for Capstone Primary School’s charity golf tournament. Raymond James & Associates serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting. The firm supports its advisors with a range of portfolio management styles, firm research, and model manager options, and is notable for its municipal advisory services and extensive affiliate network.

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