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Robert R
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Robert Reece is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 certifications and bringing 27 years of industry experience. He worked at UBS Financial Services for 20 years before joining Raymond James in 2019. 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, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Anthony J
Series 63
Memphis, TN
Raymond James & Associates
Anthony Johnson is a financial advisor at Raymond James & Associates with 27 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 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, non-discretionary investment consulting, and institutional fiduciary services.
James B
Series 63
Memphis, TN
Raymond James & Associates
James Burnett is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 30 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.
Tiffany W
Series 66
Memphis, TN
Raymond James & Associates
Tiffany Wyles is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 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 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, non-discretionary investment consulting, and institutional advisory services.
Harvey C
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Harvey Cook is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. His career includes long tenures at Merrill Lynch and Bank of America before joining Raymond James in 2018. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
James F
Series 63
Memphis, TN
Raymond James & Associates
James Floyd is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 31 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Ashley F
Series 66
Memphis, TN
Raymond James & Associates
Ashley Folk is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2014. 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 clients, and charitable organizations, offering financial planning and consulting services primarily through non-discretionary relationships supported by a range of portfolio management styles and firm research.
Kimberly G
Series 66
Memphis, TN
Raymond James & Associates
Kimberly Goble is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, she serves on the finance committee of Christ the King Lutheran Church, assisting with budget review alongside other professionals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles supported by in-house research and affiliate resources.
E'lea C
Series 66, Series 63
Memphis, TN
Raymond James & Associates
E'lea Cooper Grant is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 66 and Series 63 credentials and has worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, Citizens Securities, and Wells Fargo. In addition to her advisory role, she owns and operates several affiliate marketing websites and an online apparel retail business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse clientele, including individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting through various programs, combining a range of portfolio management styles with firm research and affiliated sub-advisers.
Kristen E
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Kristen Ellis is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Raymond James & Associates since 2016 and previously spent seven years with The Court Company. 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 specialized municipal advisory services.
Brian C
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Brian Carter is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting services through tailored, primarily non-discretionary strategies.
Samuel M
Series 66
Memphis, TN
Raymond James & Associates
Samuel Michalik is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2014. 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, non-discretionary investment consulting, and institutional fiduciary services.
W. P
Series 63, Series 65
Memphis, TN
Raymond James & Associates
W. Parker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 18 years before joining Raymond James in 2020. 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 tailored financial planning and consulting services through a range of portfolio management approaches and affiliated research resources.
Tucker F
Series 66
Memphis, TN
Raymond James & Associates
Tucker Fox is a financial advisor at Raymond James & Associates in Memphis, TN, with eight years of industry experience. He holds a Series 66 designation and worked previously at The University of Mississippi from 2014 to 2018 before joining Raymond James. Raymond James & Associates is a large, nationally registered broker-dealer and 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 specialized municipal advisory services.
William C
Series 63, Series 65
Memphis, TN
Raymond James & Associates
William Caldwell is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, Caldwell worked in various roles including fitness, hospitality, and education. 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, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.
Jeremy R
Series 66
Memphis, TN
Raymond James & Associates
Jeremy Ramsey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Phillip C
Series 63, Series 66
Memphis, TN
Raymond James & Associates
Phillip Cook is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Raymond James in 2018. Cook was formerly the owner of a law firm operating under Cook Legal Services, LLC, which is no longer active. Raymond James & Associates is a large 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 advisory services, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.
Chadwick M
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Chadwick Myers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Myers serves as Treasurer and Bookkeeper for the local congregation of the Church of Jesus Christ of Latter-day Saints in Memphis, maintaining the church’s financial records. 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, providing financial planning, investment consulting, and specialized municipal advisory services.
Michael P
Series 66
Memphis, TN
Raymond James & Associates
Michael Pagliari 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 2012. Pagliari serves as a committee member for Church Health, a nonprofit focused on providing health and wellness services to uninsured working individuals in his community. 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 municipal entities, offering tailored financial planning and consulting services with a range of portfolio management options.
Walker B
Series 66
Memphis, TN
Raymond James & Associates
Walker Burks is a financial advisor at Raymond James & Associates with one year of industry experience and holds a Series 66 designation. His background includes roles at Raymond James, StateFarm Insurance, and educational positions at Memphis University School and the University of Tennessee, Knoxville. 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 broad client base including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and firm research.
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