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Jerome R
Series 63, Series 65
Mandeville, LA
Raymond James & Associates
Jerome Renaudin is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Vice President and Finance/Investment Committee Member for Triple J Tree Farm. Raymond James & Associates is a large, dually registered broker-dealer and registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions with a broad range of portfolio management styles supported by in-house research and affiliated sub-advisers.
Lois S
Series 63, Series 66
Mandeville, LA
Raymond James & Associates
Lois St Pierre is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2015. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Paul M
CFP®, Series 63, Series 65
Mandeville, LA
Raymond James & Associates
Paul Morgan is a CFP® professional with 31 years of industry experience, currently advising clients at Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Mandeville, LA. Outside of his advisory role, he is a paid notary and holds a non-practicing real estate license with Keller Williams Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research resources and a variety of portfolio management styles.
John B
Series 66
Mandeville, LA
Raymond James & Associates
John Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Before joining Raymond James in 2022, he worked at the University of Mississippi for six 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Margaret A
Series 63, Series 65
Mandeville, LA
Raymond James & Associates
Margaret Arndt is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 27 years before joining Raymond James in 2025. 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.
Wiley G
Series 63, Series 65
Mandeville, LA
Raymond James & Associates
Wiley Gardner is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 65 credentials. He has 42 years of industry experience and has been with Raymond James for 11 years. Outside of his advisory role, he manages an LLC that invests in alternative assets within his Roth IRA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.
William A
Series 66
Mandeville, LA
Raymond James & Associates
William Andrews III is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates and its affiliate since 2016. Raymond James & Associates, Inc. is a 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 clients, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Forrest D
Series 66
Mandeville, LA
Raymond James & Associates
Forrest Duncan is a financial advisor with Raymond James & Associates in Mandeville, LA, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and affiliated research.
Alan M
Series 63, Series 65
Mandeville, LA
Raymond James & Associates
Alan Moore is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Moore serves as a board member of The Reserve Homeowner's Association in Mandeville, LA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charities, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on various portfolio management styles and affiliated research.
Keith S
Series 66
Mandeville, LA
Raymond James & Associates
Keith Steele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 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. The firm serves a diverse client base including individuals, institutional plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory services.
Robert S
Series 63, Series 65
Mandeville, LA
Raymond James & Associates
Robert Spadetti is a financial advisor at Raymond James & Associates with one year of industry experience. He has previously worked at Trinity Wealth Securities, Florida Financial Advisors (DBA Tristate Financial Advisors), and several other firms. Spadetti holds Series 63 and Series 65 licenses. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Preston P
Series 66
Mandeville, LA
Raymond James & Associates
Preston Perez is a financial advisor with Raymond James & Associates in Mandeville, LA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2018. Outside of his advisory role, Perez serves as an advisory board member for the Lakeview Shepherd Center, a charitable organization, and owns a catering business, Poisson Rouge Catering, LLC. 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, investment consulting, and institutional fiduciary services through a variety of portfolio management strategies.
William M
Series 66
Mandeville, LA
Raymond James & Associates
William Miller is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2018. Prior to that, he was employed at KLLM Logistics Services from 2016 to 2018. 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, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized advisory programs.
Stephen G
Series 66
Mandeville, LA
Raymond James & Associates
Stephen Green is a financial advisor with Raymond James & Associates in Mandeville, Louisiana, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Outside of his advisory role, he owns Poisson Rouge Catering, LLC, and serves as a director for Friends Helping Kids, Inc., a nonprofit organizing activities and a summer camp for children with disabilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a broad client base—including individuals, institutions, and municipalities—and provides tailored, primarily non-discretionary financial planning and consulting supported by in-house research and a range of portfolio management styles.
Paul H
Series 63, Series 66
Mandeville, LA
Raymond James & Associates
Paul Huval is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 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. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management approaches and affiliated research.
Kevin K
Series 63
Mandeville, LA
Raymond James & Associates
Kevin Kiesel is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Peter S
Series 63, Series 66
Mandeville, LA
Raymond James & Associates
Peter Steffens is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to joining Raymond James, he was involved with Lawn Doctor of Mandeville and Covington for three years and is the CEO of Steffens Investments, LLC, a business established to create the Lawn Doctor franchise in his area. 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 tailored financial planning and consulting services supported by extensive research and multiple portfolio management strategies.
Davis B
Series 66
Mandeville, LA
Raymond James & Associates
Davis Brister is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. His prior work includes 14 years at Bank of America and time at Merrill. He is based in Mandeville, LA. 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 non-discretionary financial planning and investment consulting, drawing on a variety of portfolio management styles and affiliated research.
Joey N
Series 63, Series 65
Mandeville, LA
Raymond James & Associates
Joey Nguyen is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Robert G
Series 66
Mandeville, LA
Raymond James & Associates
Robert Gardner is a financial advisor with Raymond James & Associates in Mandeville, LA. He holds a Series 66 designation and has 11 years of industry experience, all of which have been with Raymond James since 2015. Gardner is also the manager of RMG Link, LLC, a single-member investment entity within his Roth IRA that invests in alternative assets not typically accessible through conventional brokerage accounts. 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, non-discretionary investment consulting, and institutional fiduciary solutions.
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