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Marty G
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Marty Green is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has been with Raymond James since 2012 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as a member of a homeowners association advisory board. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Lawson A
CFP®, Series 66
Memphis, TN
Raymond James & Associates
Lawson Arney is a CFP® credentialed financial advisor with 19 years of industry experience, currently with Raymond James & Associates. He has worked at Raymond James since 2013, with a brief tenure at Chai Wealth Management in 2023. Arney serves as an officer and board member for several nonprofit organizations in the Memphis area, including the Memphis Jewish Community Center, Temple Israel, and the Wendy & Avron Fogelman Foundation. 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 client base, including individuals, institutions, and nonprofit entities, offering tailored financial planning and investment consulting through various advisory programs and institutional solutions.
Lisa J
Series 63
Memphis, TN
Raymond James & Associates
Lisa Johnson is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 29 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a part-time financial secretary for Boulevard Baptist Church, 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, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.
Shannon F
Series 66
Memphis, TN
Raymond James & Associates
Shannon Fuller is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 13 years. Outside of advising, he is involved with Youngblood Builders Supply. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Reid S
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Reid Strange is a financial advisor at Raymond James & Associates in Memphis, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he serves on the advisory board of the Chickasaw County Club, representing younger members, and is a member of the Finance and Investment Committee at Christ Methodist Church. 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 diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser network.
Cynthia D
Series 66
Memphis, TN
Raymond James & Associates
Cynthia Drewry is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and bringing 8 years of industry experience. She has been with Raymond James & Associates since 2015. 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, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional advisory solutions.
Rick H
Series 63, Series 66
Memphis, TN
Raymond James & Associates
Rick Hartl is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Raymond James since 2014 and is also employed part-time as a golf associate at Dick's Sporting Goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a range of portfolio management styles.
Krista L
Series 66
Memphis, TN
Raymond James & Associates
Krista Leonard is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she owns two residential rental properties. 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 charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on various portfolio management styles and affiliated research.
William B
Series 63
Memphis, TN
Raymond James & Associates
William Butler is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 municipal advisory services through a range of portfolio management styles and affiliated research.
David H
Series 63, Series 65
Memphis, TN
Raymond James & Associates
David Haddad is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 1996. 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 municipal advisory services.
Anthony R
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Anthony Rowland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2012. Rowland serves as Treasurer for the Mighty River Gobblers Chapter of the National Wild Turkey Federation, handling financial duties for the chapter's annual fundraising banquet. Raymond James & Associates 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, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network.
Jordan D
Series 66
Memphis, TN
Raymond James & Associates
Jordan Domin is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and six years of industry experience. His career includes roles at various Raymond James entities since 2021 and a prior position at Ameriprise from 2020 to 2021. He also has experience with the YMCA of Memphis and the Mid-South and the YMCA Blue Ridge Assembly. Raymond James & Associates, Inc. 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.
John H
Series 63, Series 66
Memphis, TN
Raymond James & Associates
John Hammons III is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, with an emphasis on tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.
Albert G
Series 66
Memphis, TN
Raymond James & Associates
Albert Goetze is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he serves as Treasurer and board member of the Thornhill (Hardie Family) Foundation, a nonprofit organization. He also acts as trustee or successor trustee for several family and charitable trusts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, utilizing multiple portfolio management styles and affiliated research, with a notable municipal advisory presence.
Sally R
Series 63
Memphis, TN
Raymond James & Associates
Sally Ramsey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2012 and previously worked at Optavia for one year. 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, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.
Cortney B
Series 66
Memphis, TN
Raymond James & Associates
Cortney Baroni is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 4 years of industry experience. She has been with Raymond James & Associates since 2012. 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 and advisory services characterized by tailored, non-discretionary relationships supported by firm research and a broad range of portfolio management options.
Myra P
Series 63, Series 66
Memphis, TN
Raymond James & Associates
Myra Pierotti is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Raymond James since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 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, non-discretionary investment consulting, and municipal advisory services.
Deanna M
Series 63
Memphis, TN
Raymond James & Associates
Deanna Musso is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Grant H
Series 66
Memphis, TN
Raymond James & Associates
Grant Heflin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2015. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide team of advisors.
Jeffrey G
Series 66
Memphis, TN
Raymond James & Associates
Jeffrey Gardner is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Raymond James since 2013 and also has longstanding involvement with Tribble's Frame Shop since 1998. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
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