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Henry T

Series 63, Series 65, CFP®, Series 7

Nashville, TN

Raymond James & Associates

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Wealth management Roth conversion strategy Retirement income strategy Tax-loss harvesting Charitable giving tax strategies Founder/Business Owner Retired Executive Real Estate Professional Self-Employed
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Jamie H

Series 66

Nashville, TN

Raymond James & Associates

Jamie Hogan is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2019, Hogan worked at Caldwell Advisors, LLC and LPL Financial, 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 financial planning, investment consulting, and institutional fiduciary services, utilizing 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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Jessie G

Series 66

Nashville, TN

Raymond James & Associates

Jessie Gallivan is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Deloitte. Outside of finance, she has experience with Pure Barre and has been involved with the Kappa Delta Sorority. 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, and offers tailored 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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Donald W

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Donald Welch is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the board of Old Orchard Cemetery, an unpaid position involving oversight of the site's upkeep. 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 clientele including individuals, institutions, pension plans, 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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Joseph G

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Joseph Gallivan is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2006. Gallivan serves as a director of the Don Gibson American Music Foundation, a nonprofit organization supporting music legacy initiatives. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting, emphasizing tailored, non-discretionary strategies supported by research, municipal advisory services, and a broad affiliate network.

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

Series 66

Nashville, TN

Raymond James & Associates

Parker Logan is a financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at AllianceBernstein and has an educational background from the University of Georgia. He holds the Series 66 designation. 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 varied client base including individuals, institutions, 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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Bruno B

Series 66

Nashville, TN

Raymond James & Associates

Bruno Bulovas III is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and has an academic background from Mandeville High School, the University of Alabama, and Vanderbilt University. Bulovas serves as Treasurer for the Nashville Chapter of the University of Alabama National Alumni Association, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, 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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Katharina G

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Katharina Glover is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2008. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and multiple portfolio management styles.

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

Series 63, Series 66

Nashville, TN

Raymond James & Associates

Kyndra Chaffin is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2006. 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 financial planning, investment consulting, and institutional advisory services through various specialized programs.

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

Series 66

Nashville, TN

Raymond James & Associates

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, 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, he owns a small business involved in selling home decor, school supplies, clothing, and craft supplies through online platforms. 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, 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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Steven M

CFP®, Series 66

Nashville, TN

Raymond James & Associates

Steven Mitchell is a CFP® professional with 18 years of industry experience, currently serving clients at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Nashville, TN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting through a variety of specialized advisory programs.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Joseph Zenker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a diverse range of portfolio management styles.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Angela Williams is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2008, with a brief period at Robertson County Schools from 2021 to 2023. 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 non-discretionary investment consulting through various programs and affiliated research resources.

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

Series 66

Nashville, TN

Raymond James & Associates

Peyton Haley is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, with prior roles at TSSAA, Cat Financial, and the University of Tennessee. 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, institutions, and municipal entities, offering financial planning and consulting with various 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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Heather H

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Heather Hickman is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials. She has 24 years of industry experience and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

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

Series 66

Nashville, TN

Raymond James & Associates

Richard Fowler is a Series 66-licensed financial advisor with Raymond James & Associates in Nashville, TN, bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large firm overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, with a non-discretionary approach that emphasizes tailored plans supported by proprietary research and multiple portfolio management styles.

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

Series 66

Nashville, TN

Raymond James & Associates

Colin Kirkby is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the founder and Pack Leader of Cub Scout Pack 39 at Julia Green Elementary in Nashville, where he organizes and plans scouting events. 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 broad 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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Richard V

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Richard Vaughn is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a limited partner in a private investment partnership with two associates. 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 municipal entities, providing non-discretionary financial planning and investment consulting supported by a broad network of advisers and affiliated research resources.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Robert Mcgrew is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses 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 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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Tavis M

CFA®, Series 63

Nashville, TN

Raymond James & Associates

Tavis Mccourt is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at 12th Street Asset Management LLC and has additional responsibilities as a trustee for a personal trust. 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, investment consulting, and municipal advisory services.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Joe Rowland is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as President of a two-unit townhouse homeowners association in Nashville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, 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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Christopher B

Series 63, Series 66, Series 65

Nashville, TN

Raymond James & Associates

Christopher Boyd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63, 65, and 66 licenses and 18 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 high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary 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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Steven B

Series 66

Nashville, TN

Raymond James & Associates

Steven Brown is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Principal Financial Group and National Underwriting Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Paul Seneker is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and 16 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, investment consulting, and institutional advisory services.

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

Series 63, Series 66

Nashville, TN

Raymond James & Associates

John Veith IV is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 designations and 14 years of industry experience. He 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 and pension plans, 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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Nicole M

Series 66

Nashville, TN

Raymond James & Associates

Nicole Mcleod is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and 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 plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through specialized divisions.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Chase Mehaffey is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and a period as an employee of The University of Alabama. 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 a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

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

Series 63, Series 66

Nashville, TN

Raymond James & Associates

Lisa Gamble is a financial advisor at Raymond James & Associates with 30 years of industry experience. She has been with Raymond James & Associates since 2006. Lisa holds Series 63 and Series 66 licenses. 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 government entities, offering financial planning and non-discretionary investment consulting alongside municipal advisory services.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

George Lifsey is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 2007. Lifsey holds the Series 63 and Series 65 designations and is based in Nashville, 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 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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Benjamin L

Series 66

Nashville, TN

Raymond James & Associates

Benjamin Lifsey is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

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

Series 63, Series 66

Nashville, TN

Raymond James & Associates

Jason Patterson is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 31 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 clients, and charitable organizations, 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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Freda E

Series 63, Series 66

Nashville, TN

Raymond James & Associates

Freda Evans is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Evans serves as a board member of Recovery Community Inc., a nonprofit organization. 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 nonprofit entities, providing financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Darryl Thompson Jr. is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Thompson serves as CEO and an officer on the board of Amazima Ministries, a nonprofit organization focused on financial oversight and governance. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing 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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Jackson T

Series 65, Series 63

Nashville, TN

Raymond James & Associates

Jackson Tucker is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work history includes roles at Northwestern Mutual Investment Services, LLC, NMA Inc, and H. McKinley Wiggins. 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, providing financial planning and investment consulting with 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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Christopher K

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Christopher Kelly is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory work, he serves as Secretary and board member of the West End Terrace Homeowners Association, a role he took over from his father. 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 clientele including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

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

Series 66

Nashville, TN

Raymond James & Associates

Guilbert Brandon IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Bank3 and B. Riley FBR, Inc., as well as experience with Birmingham Legion FC and Samford University. 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, and offers 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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Alicia V

Series 66

Nashville, TN

Raymond James & Associates

Alicia Vanderschuere is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has prior work experience at JOANN Stores and Big Lots. In addition to advising, she is a partner in The Bridge, an organization that provides networking and educational support for individuals experiencing job transitions, and she owns The Retail Boutique LLC, which offers sales support between vendors and retailers. 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 offers financial planning and consulting through various advisory programs, employing tailored, non-discretionary strategies supported by extensive research and a diverse portfolio management approach.

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

Series 66

Nashville, TN

Raymond James & Associates

Linda Vanauken is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is the owner of a rental condominium in Nashville, TN. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

Paul Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is an investor in a private investment business named Avalan. 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 municipal entities, offering financial planning, consulting, and institutional fiduciary services through a non-discretionary investment approach.

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

Series 66

Nashville, TN

Raymond James & Associates

Jerrod Brown is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2018. Brown is based in Nashville, TN. Raymond James & Associates is a large firm managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

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

Series 63, Series 65

Nashville, TN

Raymond James & Associates

W Logan III is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advisory work, he is a partner in a small business called Wild Bill's. 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 through non-discretionary relationships supported by 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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