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Kevin R

Series 66

Memphis, TN

Raymond James & Associates

Kevin Rea 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 2012. 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 charitable organizations, providing non-discretionary financial planning and consulting through multiple advisory programs and supported by extensive research and portfolio management resources.

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

Series 63

Memphis, TN

Raymond James & Associates

Byron Mitson is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as Vice President and Director of the Security Traders Association of Florida. 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 institutional fiduciary solutions.

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

Series 63, Series 66

Memphis, TN

Raymond James & Associates

Christy Cornell is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves on finance and investment committees for the Cathedral of the Immaculate Conception and the Catholic Diocese of Memphis. 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 investment consulting primarily through non-discretionary relationships.

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

Series 63

Memphis, TN

Raymond James & Associates

Gavin Murrey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, 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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Lisa B

Series 63, Series 66

Memphis, TN

Raymond James & Associates

Lisa Barker is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services Inc. and Raymond James & Associates in earlier roles. 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, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Margaret Mccarver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She 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 and consulting services 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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Elizabeth T

Series 66

Memphis, TN

Raymond James & Associates

Elizabeth Towler is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2007 to 2020 before joining Raymond James in 2020. 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, institutional clients, pension and profit-sharing plans, charitable organizations, 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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Gregory W

Series 63, Series 65, Series 66

Memphis, TN

Raymond James & Associates

Gregory Williams is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as president of AG Investment Properties LLC, managing rental real estate activities. 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 charitable organizations, 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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Candis B

Series 66

Memphis, TN

Raymond James & Associates

Candis Brown is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2013 and Raymond James Financial Services, Inc. since 2018. Outside of advisory work, Brown is a limited partner in a family business involved in rental real estate, assisting with property management and renting vacation cabins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and firm research, and provides specialized municipal advisory services uncommon among peers.

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

Series 66

Memphis, TN

Raymond James & Associates

Kathryn Satterthwaite is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has previously worked at First Horizon Advisors and FTB Advisors. She serves as a board member and finance committee member for Gestalt Community Schools, a nonprofit organization. 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, drawing on various portfolio management styles and affiliated research resources.

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

Series 66

Memphis, TN

Raymond James & Associates

Alison Kosman is a financial advisor at Raymond James & Associates with 11 years at the firm and five years of industry experience. She holds the Series 66 designation and is based in Memphis, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by extensive firm research and affiliated sub-advisers.

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 Stokes III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as attorney-in-fact for his parents' accounts and is one of the trustees of their trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a variety of portfolio management styles.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Christopher Fienup is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory 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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James E

Series 66

Memphis, TN

Raymond James & Associates

James Edwards Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2015 and also has experience at Memphis University School. 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 plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services with a range of portfolio management styles and affiliated research options.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Charles Watson is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James since 2018. Prior to that, he was employed at Bank of America, N.A. and Merrill. 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, and municipal entities, offering financial planning and investment consulting through a variety of programs and leveraging affiliated research and portfolio management resources.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Ambrose Harris is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2018. Outside of advising, Harris has worked in various roles including at Memphis University School and in the food service industry. 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, charitable organizations, 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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Amanda P

Series 65, Series 63

Memphis, TN

Raymond James & Associates

Amanda Patel is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Raymond James since 2017, previously working four years at Green Square Capital LLC. Outside of advisory work, she owns three rental properties. 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 consulting 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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Andrew D

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Andrew Dillon is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Raymond James & Associates since 2020 and spent four years at Covenant College prior to that. 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 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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Jeanice S

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Jeanice Sawyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and research support.

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

Series 66

Memphis, TN

Raymond James & Associates

Steven Quach is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked at Shawn Wilkins State Farm and the University of Memphis. He is also active with the Church of the Holy Communion. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, 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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