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Marlene F
Series 63, Series 65
Houston, TX
Raymond James & Associates
Marlene Fowler is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Chase S
Series 63, Series 65
Houston, TX
Raymond James & Associates
Chase Schaefer is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Schaefer has worked with Raymond James since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.
Marina T
Series 63, Series 65
Houston, TX
Raymond James & Associates
Marina Tudela is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. She previously worked at UBS Financial Services for 20 years before joining Raymond James in 2020. Outside of her advisory role, she is an officer and co-owner of American Building Maintenance Inc., a business she manages occasionally alongside her husband. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Michelle G
Series 66
Houston, TX
Raymond James & Associates
Michelle Gallehugh is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and bringing 31 years of industry experience. Prior to joining Raymond James in 2008, she was associated with Nerium from 2015 to 2017 as an independent contractor involved in direct marketing of skincare products. She also serves as a team liaison and treasurer for a local high school baseball team in an unpaid capacity. 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 and non-discretionary investment consulting supported by advanced modeling and a range of portfolio management options.
Irene H
Series 63
Houston, TX
Raymond James & Associates
Irene Haberstroh is a financial advisor with Raymond James & Associates who holds a Series 63 designation and has 34 years of industry experience. She has been with Raymond James since 2000 and also has experience owning a bistro in 2023. 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, non-discretionary investment consulting, and institutional advisory services, supported by a nationwide network of advisors and a wide range of portfolio management styles.
John S
Series 63, Series 65
Houston, TX
Raymond James & Associates
John Sudduth is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Blanco Canyon LLC and Comancheria Holdings LLC, the latter involving passive investing in securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Akbar M
Series 63, Series 66
Houston, TX
Raymond James & Associates
Akbar Meherali is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at UBS Financial Services, TD Ameritrade Investment Management, and Scottrade, Inc. 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, offering financial planning and consulting with a range of portfolio management styles and affiliated research.
Austin R
Series 63
Houston, TX
Raymond James & Associates
Austin Routon Jr. is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he is the owner of a second home that may be rented out. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Jamie F
Series 66
Houston, TX
Raymond James & Associates
Jamie Forgy is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, Forgy held real estate roles at Century 21 Realty Partners, eXp Realty LLC, and Texas Legacy. Forgy holds a Series 66 designation. 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 municipalities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.
Brandi T
Series 66
Houston, TX
Raymond James & Associates
Brandi Tanksley is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2014. 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 investors, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.
Amad O
Series 66
Houston, TX
Raymond James & Associates
Amad Owidi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank. Outside of his advisory duties, he serves as the executor for his brother’s estate. 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, non-discretionary investment consulting, and institutional fiduciary solutions.
Bruce C
Series 63, Series 66
Houston, TX
Raymond James & Associates
Bruce Crawford is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 1997 and serves as President and a director on the board of Harris County Municipal Utility District #189 since 2007. Outside of his advisory role, he is President of Burnt Corn LLC and a partner in Evergreen Partners Ltd, family-owned businesses in which he has ownership interests. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, pension and profit-sharing plans, and municipal entities. The firm offers a variety of financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by in-depth analyses and a broad array of portfolio management strategies.
Maria F
Series 63
Houston, TX
Raymond James & Associates
Maria Forero is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 37 years of industry experience. She has been with Raymond James since 2017 and previously worked at UBS Financial Services from 2010 to 2017. Outside of her advisory role, she manages a personal rental real estate business. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Anne R
Series 63, Series 66
Houston, TX
Raymond James & Associates
Anne Routon is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. Outside of her advisory role, she owns a rental real estate property in Houston. 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 consulting services with a range of portfolio management styles and is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.
Meghan N
Series 63, Series 65
Houston, TX
Raymond James & Associates
Meghan Nichols is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, and various educational institutions. She has been involved with Christ Community Church since 2017. 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 investment consulting through structured, non-discretionary relationships supported by extensive research and multiple portfolio management styles.
Winthrop H
Series 63, Series 65
Houston, TX
Raymond James & Associates
Winthrop Harvey is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He 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, institutional and pension plans, and nonprofit organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and affiliated research resources.
Robert B
Series 63, Series 65
Houston, TX
Raymond James & Associates
Robert Brann is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Robert W. Baird & Co. for 17 years before joining Raymond James in 2025. 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 entities, and charitable organizations, offering a range of financial planning and advisory services with a generally non-discretionary approach to implementation.
Angelo C
Series 66
Houston, TX
Raymond James & Associates
Angelo Ciardella is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 17 years before joining Raymond James. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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 through a range of portfolio management styles and affiliated research.
David D
Series 63
Houston, TX
Raymond James & Associates
David Doherty is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Raymond James & Associates since 1997. Doherty serves as a board member and investment committee subcommittee member for Incarnate Word Academy, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and consulting, drawing on various portfolio management styles and affiliated research, with notable municipal advisory services and a comprehensive affiliate ecosystem.
Eseohe S
Series 66
Houston, TX
Raymond James & Associates
Eseohe Samson Ibhagui is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial career, she held various roles including at McDonald's and Whataburger. 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 institutional fiduciary services.
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