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Thomas S

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Thomas Saunders Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined 18 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 diverse client base—including individuals, institutions, and municipal entities—and offers 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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Brian P

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Brian Palmeter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Bank of America, Merrill, Lendor Corp, Concrete Design Inc, and Gerstner Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

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

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Robert Williams is a financial advisor with Raymond James & Associates in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Fahnestock & Co., Inc. for 20 years before joining Raymond James in 2023. 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 institutional advisory services supported by extensive research and multiple portfolio management strategies.

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

Series 66

Leawood, KS

Raymond James & Associates

Lucas Harris is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he spent one year at UBS Financial Services and seven years at Cerner Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

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

Series 66

Leawood, KS

Raymond James & Associates

Steven Stewart is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 credential and has prior work experience including roles at Bass Pro Shop and Five Iron Golf, where he worked as a golf associate and bartender. 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 and non-discretionary investment consulting through various specialized programs.

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

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Deborah Doss is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James since 2020 and previously spent 11 years with UBS Financial Services 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 non-discretionary investment consulting supported by a nationwide adviser force.

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

Series 63, Series 65, Series 66

Leawood, KS

Raymond James & Associates

Edward Carroll is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2021, he worked at Waddell & Reed, Inc. from 2013 to 2021. Outside of his advisory role, he is a passive partner in a volleyball gym business in Kansas City. 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, and various organizations, offering financial planning and non-discretionary investment consulting supported by a broad 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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Trevor H

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Trevor Howard is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for nine years before joining Raymond James in 2023. 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 individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

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

Series 66

Leawood, KS

Raymond James & Associates

Donald Wratchford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill and Bank of America prior to joining Raymond James & Associates 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, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through 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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Tommy E

Series 63, Series 65, Series 66

Leawood, KS

Raymond James & Associates

Tommy Elms is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Ameriprise Financial and LPL Financial. 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.

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

Series 66

Leawood, KS

Raymond James & Associates

Kyle Wenski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. His prior experience includes five years at Stifel before joining Raymond James in 2020. Outside of his advisory role, he works as a consultant for Snakt, Inc., a video-to-video platform. 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, including high-net-worth clients, institutions, pension plans, 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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Ashley S

Series 66

Leawood, KS

Raymond James & Associates

Ashley Shirley is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2023, following roles at Creative Planning, LLC and Wells Fargo Clearing. 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 accounts, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

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

Series 63, Series 66

Leawood, KS

Raymond James & Associates

Kristen Williams is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes a role at Oppenheimer & Co. Inc. Kristen spent 14 years as a homemaker before starting her career in financial advising. 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, 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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Jared S

Series 66

Leawood, KS

Raymond James & Associates

Jared Stricklin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He worked at UBS Financial Services Inc. for 10 years before joining Raymond James in 2020. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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