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Jacob R

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Jacob Rudolph III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 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 wide range of clients, including high-net-worth individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Christopher Caldwell is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 39 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, pension and profit-sharing 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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Amy W

Series 63

Memphis, TN

Raymond James & Associates

Amy Wade is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 30 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 managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and public 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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John S

Series 63

Memphis, TN

Raymond James & Associates

John Strange is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in multiple agricultural and farming-related businesses and serves as owner and proprietor of a private company, CHENE GEAR CO 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, non-discretionary investment consulting, and institutional fiduciary services, drawing on 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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Mary D

Series 66

Memphis, TN

Raymond James & Associates

Mary Dunlap is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent eight years with the New Ballet Ensemble and School. Outside of financial advising, she works as a freelance musician and violinist for several local churches. 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 nonprofit entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Robert Burnett is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Thornburg Investment Management. He has also worked at Memphis University School in various roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, emphasizing tailored advice 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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William M

CFP®, Series 63, Series 65

Memphis, TN

Raymond James & Associates

William Mayer is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is the founder of the Jane Giannini Mayer Foundation, a nonprofit established in memory of his late wife. 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 tailored financial planning and investment consulting 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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Lynn S

Series 66

Memphis, TN

Raymond James & Associates

Lynn Shaw II is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advisory work, he is a partner in two private LLCs, LTS Ventures LLC and Shaboozy LLC, which are involved in investment activities and real estate management, respectively. 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 tailored financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

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

Series 63

Memphis, TN

Raymond James & Associates

Leigh Vuncannon is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 31 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 with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 66

Memphis, TN

Raymond James & Associates

James Clifford is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 15 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 managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

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

Series 66

Memphis, TN

Raymond James & Associates

John Skinner is a Series 66-licensed financial advisor with Raymond James & Associates, based in Memphis, TN. He has 14 years of industry experience and has been with Raymond James & Associates since 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a primarily non-discretionary approach.

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

Series 66

Memphis, TN

Raymond James & Associates

Karen Doss is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dual-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 non-discretionary investment consulting 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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Kevin D

Series 66

Memphis, TN

Raymond James & Associates

Kevin Dallas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Dallas coaches middle school baseball at Briarcrest Christian School. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs and maintains a broad range of portfolio management options supported by firm research and affiliated sub-advisers.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

James Brown Jr. is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. The firm manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services supported by a nationwide network of advisers.

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

Series 66

Memphis, TN

Raymond James & Associates

Joshua Geary is a financial advisor with Raymond James & Associates in Memphis, TN, holding the Series 66 designation and bringing 10 years of industry experience. He previously worked at Shoemaker Financial Services Inc, Minnesota Life Insurance Co, and Securian Financial Services Inc. He serves as a board member on the finance committee of Peacetree United Methodist Church in Collierville, TN. 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 services.

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

Series 63

Memphis, TN

Raymond James & Associates

Robert Young is a financial advisor at Raymond James & Associates based in Memphis, TN, with 24 years of industry experience. He holds a Series 63 designation and has been with Raymond James & Associates since 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, offering financial planning, investment consulting, and institutional fiduciary solutions 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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Kathryn P

Series 63

Memphis, TN

Raymond James & Associates

Kathryn Perry is a financial advisor at Raymond James & Associates with 22 years of industry experience. She has been with Raymond James & Associates since 2012. Outside of her advisory role, Perry serves on the board of a recreational club where she oversees social functions and holds a vice president position in a privately owned business. 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 and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research to deliver tailored investment advice.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Joseph Gibbs is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2012. The firm, managing approximately $501 billion in assets, serves a diverse client base including individuals, institutional clients, and charitable organizations. Raymond James & Associates offers a range of financial planning and consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Wilson Moore is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and 18 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 diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

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

Series 63, Series 66

Memphis, TN

Raymond James & Associates

Charles Bryan is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Raymond James Financial Services, Inc. and Raymond James & Associates since 2015, with a brief tenure at B. Riley Wealth Management. Outside of finance, he owns and operates a cattle farming business in Arlington, TN. Raymond James & Associates is a 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 fiduciary solutions with a range of portfolio management and research resources.

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