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William E
CFP®, Series 66
Greenville, SC
Raymond James & Associates
William Ellenberg III is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2022 and previously spent 13 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a variety of portfolio management styles supported by affiliated research and model managers.
William E
Series 66
Greenville, SC
Raymond James & Associates
William Ellenberg IV is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Calhoun Corners Restaurant and was involved with Connie Maxwell Children's Ministries. 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 municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Benjamin C
CFA®, Series 66
Greenville, SC
Raymond James & Associates
Benjamin Clauss is a CFA® charterholder with 27 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. His prior experience includes twelve years at Bank of America and over two decades at Merrill. Clauss serves as chair of the endowment committee for the nonprofit Triune Mercy, assisting with investment policy and oversight of outside advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, providing financial planning and advisory services through a variety of portfolio management styles and affiliated research.
Douglas A
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Douglas Adler is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates, Inc. since 2006 and joined Raymond James & Associates in 2021. 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 individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities with a range of financial planning and consulting services, relying on various portfolio management styles and affiliated research.
Mackenzie M
Series 65, Series 63
Greenville, SC
Raymond James & Associates
Mackenzie Muyco is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Raymond James & Associates, Muyco worked at NewEdge Securities, Inc. and Millie Lewis. 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 range of portfolio management styles and affiliated research.
Joy J
Series 66
Greenville, SC
Raymond James & Associates
Joy Jennings is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked in the hospitality and service industries, including positions at Outback Steakhouse and Southern Oaks Venue & Catering. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
Timothy S
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Timothy Smith is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Raymond James since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in Pinewood Preserves, LLC, a hunting property in South Carolina. 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 non-discretionary investment consulting supported by proprietary research and a range of portfolio management styles.
William E
Series 63, Series 65
Greenville, SC
Raymond James & Associates
William Ellison is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he owns a recreational tract of land organized as The Farm at Pecan Ridge LLC. 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 municipalities, offering financial planning, advisory programs, and institutional consulting supported by research and a range of portfolio management styles.
Carter M
CFP®, Series 66
Greenville, SC
Raymond James & Associates
Carter Mc Crary is a CFP® and Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 10 years. He has nine years of industry experience. Outside of advisory work, he is a co-owner of McCrary Property Group, LLC, an LLC established for potential future property investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Kenneth H
CFP®, Series 63, Series 65
Greenville, SC
Raymond James & Associates
Kenneth Hicks is a CFP® professional with 30 years of experience in the financial industry. He has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Greenville, SC. 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 municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and municipal advisory services.
Bradley L
Series 66
Greenville, SC
Raymond James & Associates
Bradley La Rue is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is an officer of BFD Group, LLC, a real estate-related business based in Greenville, South Carolina. 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, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.
John L
Series 66
Greenville, SC
Raymond James & Associates
John Landis is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Putnam Investments, and 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 with a range of portfolio management styles and affiliated research resources.
Aaron G
Series 66
Greenville, SC
Raymond James & Associates
Aaron Galloway is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Galloway is the owner of Four Thirteen Holdings, LLC, a business involved in the design, manufacture, marketing, and sale of products, and serves on the finance and investment committee of Holland Park Church. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning and consulting services, emphasizing tailored, non-discretionary advice supported by a broad range of portfolio management styles and affiliated research.
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