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Thomas H
Series 66
Houston, TX
Raymond James & Associates
Thomas Huggins is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. 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 governmental entities, offering financial planning and investment consulting through various programs and portfolio management styles.
Natanie K
Series 63, Series 66
Houston, TX
Raymond James & Associates
Natanie Keller is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Raymond James in 2019, Keller spent 10 years with Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors.
Charles C
Series 63, Series 65
Houston, TX
Raymond James & Associates
Charles Church is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Michael H
Series 66
Houston, TX
Raymond James & Associates
Michael Hohertz is a Series 66-registered financial advisor with Raymond James & Associates in Houston, TX, bringing 23 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, LPL Financial, and Amegy Bank of Texas. Outside of his advisory work, he is an owner and partner in Cub Crafters, Inc., an airplane manufacturing company, and serves on the finance committee of Inprint, a Houston-based literary arts nonprofit. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with mostly non-discretionary relationships, drawing on a range of portfolio management styles and affiliated research to support tailored client solutions.
Nicole B
Series 63, Series 66
Houston, TX
Raymond James & Associates
Nicole Boniface is a financial advisor at Raymond James & Associates with 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years before joining Raymond James in 2019. Outside of her advisory role, she is the owner of a photography business and serves as Treasurer and Board Member for the Lake Creek Royals Booster Club. 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 nationwide network of advisors.
Randall S
CFP®, Series 63, Series 65
Houston, TX
Raymond James & Associates
Randall Sutton is a CFP® certified financial advisor with 40 years of industry experience. He is currently with Raymond James & Associates and previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. 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.
William F
Series 63, Series 65
Houston, TX
Raymond James & Associates
William Forsyth is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through non-discretionary relationships, utilizing a range of portfolio management styles and affiliated research.
Richard R
Series 63
Houston, TX
Raymond James & Associates
Richard Roeder is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a business owner with minimal involvement related to receiving royalty checks. 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, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Kevin R
Series 63, Series 65
Houston, TX
Raymond James & Associates
Kevin Roberts is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at City National Bank, RBC Capital Markets, and Morgan Stanley in various advisory and private banking roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a broad range of portfolio management strategies supported by firm research and multiple affiliated sub-advisers.
Maria H
Series 63, Series 65
Houston, TX
Raymond James & Associates
Maria Hendershott is a financial advisor at Raymond James & Associates with 50 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2006. Outside of her advisory role, she serves on the Board of Trustees for The Council on Alcohol and Drugs in Houston. 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, investment consulting, and institutional fiduciary services.
David T
Series 63, Series 65
Houston, TX
Raymond James & Associates
David Thompson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Raymond James in 2019. Outside of his advisory role, he owns two businesses, Synapse Discovery, focused on digital content operations, and Two Coils LLC, an online retail venture. 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 high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.
Jeff H
Series 63, Series 65
Houston, TX
Raymond James & Associates
Jeff Heberling is a financial advisor at Raymond James & Associates with 27 years of industry experience. Prior to joining Raymond James in 2024, he worked at RBC Capital Markets LLC for nine years. He volunteers with the Houston Livestock Show and Rodeo Houston Go Metro Committee, assisting with fundraising efforts. 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 advisory services supported by a variety of portfolio management styles and affiliated research.
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