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

Ashley A

Series 66

Florence, SC

Raymond James & Associates

Ashley Alexander is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2020, Ashley worked 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 municipal entities, offering financial planning and consulting with non-discretionary implementation supported by a range of portfolio management styles and firm research.

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

Julius E

Series 66

Florence, SC

Raymond James & Associates

Julius Eldridge III is a financial advisor with Raymond James & Associates holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2020. Eldridge serves as Treasurer and board member of the All Saints Episcopal Day School, 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services with 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

Jason N

CFP®, Series 63, Series 66

Florence, SC

Raymond James & Associates

Jason Newton is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2020, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in managing two LLCs related to real estate holdings that support his practice's office space and provide housing for his college-aged son. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and proprietary research.

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

Sydney C

Series 66, Series 63

Florence, SC

Raymond James & Associates

Sydney Conner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Dedicated Community Bank. Outside of finance, her background includes roles in various local businesses and educational institutions. 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—and offers a range of financial planning and consulting services with an emphasis on non-discretionary implementation.

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

Robert S

Series 63, Series 65

Florence, SC

Raymond James & Associates

Robert Sasser III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 a range of planning and advisory services supported by various portfolio management styles and affiliated research.

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

Tyler M

CFP®, Series 63, Series 65

Florence, SC

Raymond James & Associates

Tyler Morris is a CFP® professional with 10 years of industry experience, currently serving at Raymond James & Associates since 2020. Prior to this, he worked at Wells Fargo in various capacities from 2013 to 2020. He also has a longstanding role at Francis Marion University since 2013. Morris serves as Treasurer and Board Member for Tenacious Grace Ministries and participates in the Finance and Investment Committee of The School Foundation, both nonprofit organizations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and investment consulting to a broad client base, including individuals, institutional clients, and charitable organizations, utilizing tailored, non-discretionary advisory approaches supported by extensive research and multiple portfolio management styles.

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)