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Philip A

Series 66

Greenville, SC

Raymond James & Associates

Philip Artmann is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Brian Flemmer is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Raymond James & Associates in various capacities since 2013. 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 a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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

CFP®, Series 66

Greenville, SC

Raymond James & Associates

James Haltiwanger Jr. is a CFP®-designated financial advisor with Raymond James & Associates in Greenville, SC, where he has 13 years of industry experience. He has served at Raymond James & Associates since 2013. Outside of his advisory role, he volunteers as Treasurer on the advisory board of the Phillis Wheatley Community Center, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through various advisory programs and affiliated research.

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

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Lawson Ballard Jr. is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, charitable organizations, and public entities. The firm offers a range of financial planning and consulting services, employing a variety of portfolio management styles and supporting municipal advisory services alongside market-making and execution roles in municipal and government bonds.

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

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Gregory Sieber is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a minority investment in Arcpoint Labs. 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, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by extensive research and advisory resources.

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

Series 66

Greenville, SC

Raymond James & Associates

Bethany Hermelin is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors, as well as work with the Greenville Humane Society. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

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

Series 66, Series 63

Greenville, SC

Raymond James & Associates

Zachary Schoen is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and two years of industry experience. He has held roles outside finance, including work at Haviland Tennis Academy and involvement with Resurrection Presbyterian Church, where he currently serves on the setup team. Schoen also pursues acrylic painting and sells his artwork through Parks Schoen Art. Raymond James & Associates is a 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

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

Series 66

Greenville, SC

Raymond James & Associates

Daniel Burrell is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. His background includes a role at Tel Aviv University and service in the United States Marine Corps since 2016. 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, providing 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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James M

Series 66

Greenville, SC

Raymond James & Associates

James Mcnally is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, he is a private landlord. 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 specialized municipal advisory services.

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

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Lawson Ballard III is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including four years working with Greenville County School District prior to joining Raymond James in 2018. 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 with tailored financial planning and investment consulting services, emphasizing non-discretionary relationships and a range of portfolio management styles.

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

Series 66

Greenville, SC

Raymond James & Associates

Nathan Taylor is a Series 66-licensed financial advisor with Raymond James & Associates, based in Greenville, SC. He has four years of industry experience, including previous roles at the State of South Carolina Department of Administration and First Horizon Bank. 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 consulting services with a variety of investment approaches.

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

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Craigen Schoen is a financial advisor at Raymond James & Associates with 35 years of industry experience. He has been with Raymond James since 2013 and holds Series 63 and Series 65 designations. 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, pension plans, and charitable organizations, offering comprehensive financial planning and consulting services alongside a variety of portfolio management strategies.

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

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Andrew Pearce is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, providing 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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Laura B

Series 66

Greenville, SC

Raymond James & Associates

Laura Blanton is a financial advisor at Raymond James & Associates with 12 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She holds a Series 66 designation and is based in Greenville, SC. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Mark Payne is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James since 2013 and also serves as an officer and treasurer at Payne and Williams, a family investment entity. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and fiduciary solutions across multiple asset classes.

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

Series 66

Greenville, SC

Raymond James & Associates

Asher Moorhouse is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has one year of industry experience and previously worked at an industrial bonded warehouse and attended Anderson University. 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 consulting services supported by a wide 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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