Dillon Burr is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has previously worked at Arch Staffing Group and the University of Texas. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charles Zimmerman is a financial advisor with Raymond James & Associates in Houston, TX. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, with 31 years at Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, pension plans, and municipal entities, offering financial planning, investment consulting, municipal advisory services, and a variety of portfolio management strategies.

Jason Williams is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he serves on the Board of Directors of Pine Forest Country Club, contributing to golf course and food and beverage improvements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Richard Greenwood is a financial advisor at Raymond James & Associates with 16 years of industry experience. He has worked at Raymond James since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Greenwood holds a Series 66 designation. Raymond James & Associates 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Lori Scott Klein is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2003. Outside of advising, she serves as Vice President of Bay Court Interests Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and advisory services supported by extensive research, a range of portfolio management styles, and notable municipal advisory capabilities.