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Carl B

Series 63, Series 66

Greenville, NC

Raymond James & Associates

Carl Blackwood is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 57 years of industry experience. He has been with Raymond James since 2006, following five years at UBS Financial Services. Outside of his advisory role, he manages several agricultural and forestry interests, including timberland ownership and farming operations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services, supported by a broad range of portfolio management styles and extensive affiliated research.

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

Series 63, Series 66

Greenville, NC

Raymond James & Associates

Wesley Singleton is a financial advisor with Raymond James & Associates in Greenville, NC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner in a commercial real estate LLC that owns a building leased primarily by his firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with access to a range of portfolio management styles and municipal advisory services.

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

Series 66

Greenville, NC

Raymond James & Associates

Philip Singleton is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. 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 charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research support.

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

Series 66

Greenville, NC

Raymond James & Associates

Claudia Ortega is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Her career includes roles at United Bank, The North Face, PNC, First Citizens Bank, and Branch Banking and Trust. Ortega serves on multiple nonprofit boards, including NC Stop Human Trafficking and the Greenville-Pitt County Chamber of Commerce. 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 municipalities, offering financial planning and investment consulting with mostly non-discretionary implementation.

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

Series 63, Series 66

Greenville, NC

Raymond James & Associates

Bynum Satterwhite is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Raymond James since 2019, as well as prior positions at SRG Woolf Group and DataStaff. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves individuals, institutional clients, pension plans, and charitable and governmental 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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Kathleen C

Series 63, Series 66

Greenville, NC

Raymond James & Associates

Kathleen Cannon is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments and First Citizens Bank. She serves as Treasurer for the Nashville Elementary School PTA, assisting with budget creation. 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 tailored financial planning and consulting through multiple advisory programs.

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

Series 63, Series 65

Greenville, NC

Raymond James & Associates

Charles Satterwhite is a financial advisor with Raymond James & Associates in Greenville, NC, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns and operates a farm and is involved in land sale and development activities through Bynum Farms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles, firm research, and affiliated sub-advisers.

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