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Walter E

Series 63, Series 65

Mobile, AL

Raymond James & Associates

Walter Edler is a financial advisor at Raymond James & Associates with 36 years of industry experience. He previously worked for Pioneer Funds Distributor, Inc. from 2012 to 2024. He holds Series 63 and Series 65 licenses and serves as a trustee for the Frost Land Trust. 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 financial planning, investment consulting, and institutional fiduciary services 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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Roy P

Series 63, Series 65

Mobile, AL

Raymond James & Associates

Roy Price III is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 credentials and bringing 34 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, institutional clients, pension plans, 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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Gary G

Series 63, Series 65

Mobile, AL

Raymond James & Associates

Gary Garstecki Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business called G M & O 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, investment consulting, and municipal advisory services.

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

Series 63

Mobile, AL

Raymond James & Associates

James Salem is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as President of the Country Club of Mobile beginning in April 2024. Raymond James & Associates 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, institutions, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range 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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Jonathan L

CFP®, Series 63, Series 66

Mobile, AL

Raymond James & Associates

Jonathan Lentz is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Greer Gardens and The Prudential Insurance Company of America. He has also taken time away from the workforce as a stay-at-home dad. 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 investment consulting primarily through non-discretionary advisory relationships.

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

Series 66

Mobile, AL

Raymond James & Associates

Ryan Weakley is a financial advisor with Raymond James & Associates in Mobile, Alabama. He holds a Series 66 designation and has 16 years of industry experience, including 13 years with his current firm. 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, pension plans, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 63, Series 65

Mobile, AL

Raymond James & Associates

James Inge is a financial advisor with Raymond James & Associates in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as Secretary and board member for both The Counrty Club Estate Neighborhood Association and The Order of Myths in Mobile, where he manages meeting minutes and membership records. 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 municipal entities—offering financial planning, non-discretionary investment consulting, and institutional 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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David W

CFP®, Series 66

Mobile, AL

Raymond James & Associates

David Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management in Vero Beach, Florida. He joined Merrill Lynch Global Private Client Group in 1999 and currently holds the title of Senior Vice President. David works primarily with affluent individuals, not-for-profit organizations, and corporations, focusing on corporate executive services, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, and philanthropic planning. David is a CERTIFIED FINANCIAL PLANNER® certificant and holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both his Bachelor's and Master's degrees from Pepperdine University, where he also played on the NCAA Water Polo team and studied abroad in Florence, Italy. He utilizes Merrill's Goals-Based Wealth Management Process to help clients determine their long-term financial goals and implement customized strategies. David lives in Vero Beach with his wife Carol and their two children, Catherine and Dean. He serves on the board for the Vero Beach Air Show and has previously served as a board member for the Exchange Club of Indian River County, an organization focused on the prevention of child abuse. Additionally, he supports the Diabetes Research Institute Foundation. David is a Type-1 diabetic and has family ties to the Indian River area going back five generations.

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k) Business Financial Management Founder/Business Owner Executive
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Robert J

Series 63, Series 65, Series 66

Mobile, AL

Raymond James & Associates

Robert Johnston is a financial advisor with Raymond James & Associates in Mobile, Alabama, holding Series 63, 65, and 66 licenses with 29 years of industry experience. He previously worked for Stifel for 15 years before joining Raymond James in 2024. Outside of advising, he owns a single rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and government entities. The firm offers financial planning and consulting services with a range of portfolio management styles, supported by affiliated research and sub-advisers.

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

Series 63, Series 65, Series 66

Mobile, AL

Raymond James & Associates

Meggan Taylor is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Prime Lending, BBVA, Compass Bank, PNC Bank, and Wells Fargo in various capacities. 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, providing 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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Anita S

Series 66

Mobile, AL

Raymond James & Associates

Anita Sawrie is a financial advisor with Raymond James & Associates in Mobile, AL, holding a Series 66 designation and four years of industry experience. Her background includes roles at PrimeLending and Regions Bank prior to joining Raymond James. 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 specialized municipal advisory services.

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

Series 66

Mobile, AL

Raymond James & Associates

Gerald Hamm is a financial advisor with Raymond James & Associates, where he has worked since 2018. He holds the Series 66 designation and has 29 years of industry experience, including prior roles at Bank of America and Merrill. Outside of advising, he is the sole owner of Shellhorn Realty, LLC. 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 non-discretionary financial planning and investment consulting supported by a broad 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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Oliver D

Series 63, Series 65

Mobile, AL

Raymond James & Associates

Oliver Delchamps III is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 credentials and bringing 45 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63, Series 65

Mobile, AL

Raymond James & Associates

George Arras Jr. is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 licenses and bringing 50 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 and pension 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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Ryan S

Series 63, Series 65

Mobile, AL

Raymond James & Associates

Ryan Schumann is a financial advisor with Raymond James & Associates in Mobile, Alabama. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, with 11 years at Raymond James. 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 clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

CFP®, Series 66

Mobile, AL

Raymond James & Associates

David Chaffe is a CFP®-certified financial advisor with Raymond James & Associates in Mobile, Alabama, where he has worked for 13 years. He has 14 years of industry experience. Chaffe is a founding non-managing member and part-owner of Coastal Workplace Benefits, LLC, a company he helped establish prior to joining Raymond James and occasionally assists with bookkeeping. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad nationwide adviser network.

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