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Celesta F

Series 63

Huntsville, AL

Raymond James & Associates

Celesta Freeman is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2017, following prior 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 overseeing 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 with a 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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Steuart E

Series 63

Huntsville, AL

Raymond James & Associates

Steuart Evans Jr. is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a part owner and manager of Airport Properties, a real estate brokerage and development business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with financial planning, non-discretionary consulting, and institutional fiduciary solutions. The firm emphasizes tailored planning approaches supported by research, diverse portfolio management styles, and offers specialized municipal advisory services.

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

Series 63, Series 65

Huntsville, AL

Raymond James & Associates

Russell Henshaw is a financial advisor with Raymond James & Associates in Huntsville, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Henshaw serves on the advisory board of the Blackburn Institute at the University of Alabama, mentoring students on leadership and career challenges, and is a board member of the Huntsville Quarterback Club, coordinating weekly event speakers. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Series 66

Huntsville, AL

Raymond James & Associates

Joseph Pierce is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Regions Bank and Draffin Tucker. Outside of his advisory role, he serves as president of a local networking group where he runs weekly meetings. 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, 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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Patrick K

Series 66

Huntsville, AL

Raymond James & Associates

Patrick Kling is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at Green Mountain Research Inc. and GE Healthcare. 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 provides financial planning and non-discretionary investment consulting, offering a range of portfolio management styles and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Morgan K

Series 66

Huntsville, AL

Raymond James & Associates

Morgan Kelly is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his industry career in 2026. He previously worked at Hightower Advisors and held positions with the Diocese of Birmingham, Decatur City Schools, Homewood City Schools, and Auburn University. 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 broad client base—including individuals, institutions, charitable organizations, and governmental entities—offering 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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Jenny H

CFP®, Series 63

Huntsville, AL

Raymond James & Associates

Jenny Hite is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Her prior roles include positions at Cetera Investment Services LLC and Regions Bank. She is a board member of the Estate and Financial Planning Council of Huntsville, Alabama. 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 charitable organizations, offering 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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John A

Series 66

Huntsville, AL

Raymond James & Associates

John Appleton is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 66 designation and two years of industry experience. His background includes work with Global Technical Services, Inc., and positions in education at the University of Oklahoma and University of Alabama Huntsville. Outside of advising, he has an active involvement in rental real estate investment. 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 tailored financial planning and consulting services 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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Sonia K

CFP®, Series 63, Series 65

Huntsville, AL

Raymond James & Associates

Sonia Katyal is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and is based in Huntsville, Alabama. Katyal is an officer and treasurer for the Madison County Medical Alliance, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and non-discretionary investment consulting supported by a diverse 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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Bradford F

Series 63, Series 65

Huntsville, AL

Raymond James & Associates

Bradford Flowers is a financial advisor with Raymond James & Associates in Huntsville, AL, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Raymond James since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved in agricultural activities, co-owning a farm with his wife and participating in a timberland LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

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