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Evan A
Series 66
Frisco, TX
Raymond James & Associates
Evan Alexander is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles, including positions with the New York Yankees and Uber. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Mary D
Series 63, Series 65
Frisco, TX
Raymond James & Associates
Mary Davis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2005. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.
David A
Series 63, Series 65
Frisco, TX
Raymond James & Associates
David Alford is a financial advisor with Raymond James & Associates in Frisco, TX, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Outside of finance, he owns a craft beer business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, relying on tailored, non-discretionary advice supported by extensive research and a variety of portfolio management options.
Jeremy S
Series 63, Series 66
Frisco, TX
Raymond James & Associates
Jeremy Silvas is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, UBS Financial Services, Citigroup Global Markets, and Fidelity. Outside of his advisory work, he is involved in managing a household employer arrangement for his disabled son. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and a range of portfolio management styles.
Natalie R
Series 63, Series 65
Frisco, TX
Raymond James & Associates
Natalie Rudis is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments. Outside of advising, she owns and operates Legally Bronzed by Nat, providing airbrush spray tans for clients in the Dallas-Fort Worth area. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning and consulting with a range of portfolio management styles, municipal advisory services, and solutions tailored through fact-finding and risk profiling.
Claudia W
Series 66
Frisco, TX
Raymond James & Associates
Claudia Wesson is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of advising, she is a silent partner in a real estate business, DWC Real Estate LLC. Raymond James & Associates 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 range of portfolio management styles supported by affiliated research and sub-advisers.
Donna C
Series 66
Frisco, TX
Raymond James & Associates
Donna Chepenik is a financial advisor with Raymond James & Associates holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for seven years and InTouch Credit Union for three years. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Michael T
Series 63, Series 66
Frisco, TX
Raymond James & Associates
Michael Thomason is a financial advisor at Raymond James & Associates in Frisco, TX, with 15 years of industry experience. He previously worked at Bank of America, Merrill, CUSO Financial Services, and InTouch Credit Union. Thomason holds Series 63 and Series 66 licenses. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
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