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David R

Series 63, Series 65

Memphis, TN

Raymond James & Associates

David Rains Jr. 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. Previously, he served as a director on the board of Crittenden County Hospital from 2009 to 2014. 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, and offers tailored financial planning and consulting services supported by a wide range of portfolio management strategies and affiliated research.

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

Series 63

Memphis, TN

Raymond James & Associates

Stanley Jones is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a non-paid board member of the Mississippi State Marketing Advisory Board and owns an agricultural property called The Bell Farm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning, advisory services, and institutional consulting, supported by extensive firm research and multiple portfolio management strategies.

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

Series 65, Series 63

Memphis, TN

Raymond James & Associates

Courtney Dunleavy is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 65 and Series 63 licenses and has been with Raymond James since 2016. Prior to this, she worked at Charming Charlies in 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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

Series 63

Memphis, TN

Raymond James & Associates

John Maiden is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 28 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, institutions, pension plans, and charitable organizations, offering a range of financial planning and investment consulting services supported by nationwide advisers and affiliated research.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Curtis Keough Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2004. 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, charitable organizations, and government 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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Meghan M

Series 66

Memphis, TN

Raymond James & Associates

Meghan Mccrary is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 18 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 individuals, institutions, pension plans, and nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by a wide 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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Scott K

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Scott King is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

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

Series 66

Memphis, TN

Raymond James & Associates

Bruce Angotti is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. The firm oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by research and model manager options.

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

Series 63

Memphis, TN

Raymond James & Associates

John Hammons Jr. is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers non-discretionary financial planning and investment consulting supported by extensive research and a range of portfolio management strategies.

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

Series 63

Memphis, TN

Raymond James & Associates

Ryan Ehrhart is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James since 2012. Ehrhart serves as an officer and board member for several nonprofit organizations in the Memphis area, including the 100 Club of Memphis and the Memphis Shelby Crime Commission, and acts as treasurer and board member of Mid South Therapy Dogs. 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, investment consulting, and institutional fiduciary services with a variety of portfolio management options.

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