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Owenne M
Series 66
Jackson, MS
Raymond James & Associates
Owenne Mc Neece is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked with Wimberly & Associates and NOLA Lending, and he has over a decade of experience with the Metropolitan YMCAs of MS. Outside of advising, Mc Neece is a cycle instructor at Madison Healthplex Performance Training Center. 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 municipal entities, offering financial planning and consulting with a variety of portfolio management styles and municipal advisory services.
Paul M
Series 66
Jackson, MS
Raymond James & Associates
Paul Minor is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alvarez and Marsal, Carnrite Group, and Allen Engineering & Science. He serves on the alumni advisory board for MSU's College of Arts & Science and is an officer and treasurer on the board of Sojourn Landing, LLC, 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management options and municipal advisory expertise.
Julie C
Series 63, Series 66
Jackson, MS
Raymond James & Associates
Julie Campbell is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Raymond James in 2021, she worked at Fidelity Brokerage Services LLC and Ethos Academy. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Mark M
Series 63, Series 66
Jackson, MS
Raymond James & Associates
Mark Maxwell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, Maxwell serves as a committee member of the River Hills Tennis Club, where he is involved in hiring a new General Manager. 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 municipal advisory services.
Douglas M
Series 65, Series 66
Jackson, MS
Raymond James & Associates
Douglas Minor is a financial advisor with Raymond James & Associates in Jackson, Mississippi, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He 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, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by extensive research and a range of portfolio management strategies.
Sydney W
Series 63, Series 66
Jackson, MS
Raymond James & Associates
Sydney Williamson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Raymond James, Williamson worked at Fidelity Investments and has held roles across several organizations, including 39759 Nutrition and the Templeton Athletic Academic Center. 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 and investment consulting through various specialized programs.
Cynthia J
Series 63, Series 65, Series 66
Jackson, MS
Raymond James & Associates
Cynthia Jones is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 designations and bringing 40 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, institutional investors, pension and profit-sharing plans, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.
Matthew S
Series 66
Jackson, MS
Raymond James & Associates
Matthew Smith is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2025, he worked at Cadence Bank for one year and Renasant Bank for nine years. 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 broad client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
William G
Series 63, Series 65
Jackson, MS
Raymond James & Associates
William Geary is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2012. Geary serves on the finance committee of the Community Foundation of Mississippi and is an advisory board member for Habitat for Humanity - Mississippi Capital Area. 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, non-discretionary investment consulting, and institutional fiduciary services through a nationwide adviser network.
Jeffrey M
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Jeffrey Miley is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.
Logan P
Series 66
Jackson, MS
Raymond James & Associates
Logan Phillips III is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Keegan & Company, LLC from 2006 to 2013 before joining Raymond James in 2013. 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Steven W
Series 66
Jackson, MS
Raymond James & Associates
Steven Winford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. His prior work includes roles at BMSS and Haddox Reid Eubank Betts, as well as five years at the University of Mississippi. 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, investment consulting, and institutional fiduciary solutions through various advisory programs.
Kass W
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Kass Welchlin is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Raymond James in 2018, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC. 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, investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.
Charles B
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Charles Bowman III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Bowman serves on the finance and investment committee for Galloway UMC, where he participates in quarterly reviews of the church’s endowment fund. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
John C
Series 63, Series 65
Jackson, MS
Raymond James & Associates
John Correro is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves as Vice President and is a board member of The Catholic Foundation of the Diocese of Jackson, MS, where he participates on the finance and investment committee. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting backed by diverse portfolio management styles and affiliated research resources.
Frank G
Series 66
Jackson, MS
Raymond James & Associates
Frank Geary is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at The Barber Companies for four years. Outside of his advisory role, he is a partner in White River Refuge LLC, a personal investment venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a diverse set of portfolio management styles and affiliated research.
Joseph D
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Joseph Dehmer III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a shareholder in Providence Bank, a personal investment, though he has no management responsibilities there. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notably active in municipal advisory services and market-making in government bonds.
Charles G
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Charles Greenlee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Louis F
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Louis Frascogna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent eight years at Stephens. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
William M
Series 63, Series 66
Jackson, MS
Raymond James & Associates
William Morris is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.
Kayla S
Series 66
Jackson, MS
Raymond James & Associates
Kayla Soukup is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has worked in educational and nonprofit settings, including Southern Christian Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.
Julie S
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Julie Smith is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she assists in a family-owned business by helping with merchandise ordering and stocking in a voluntary 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 consulting services with a non-discretionary approach and a range of portfolio management styles.
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