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Nichola A
Series 63, Series 65
Raleigh, NC
Raymond James & Associates
Nichola Agins is a financial advisor with Raymond James & Associates in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by in-house research and affiliated sub-advisers.
John M
Series 63, Series 65
Raleigh, NC
Raymond James & Associates
John Matthews is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as a part-time professor with the North Carolina Wildlife Commission. 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 through various programs and institutional fiduciary solutions.
Scott A
Series 63, Series 66
Raleigh, NC
Raymond James & Associates
Scott Abee is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2015. 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.
Kenie W
Series 63, Series 65
Raleigh, NC
Raymond James & Associates
Kenie Wrenn is a financial advisor at Raymond James & Associates with 37 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating a combined 10 years at those firms before joining Raymond James in 2019. Outside of her advisory role, she serves on the community advisory board for the UNC Chapel Hill Outer Banks Field Site, where she consults with faculty and students and assists with teaching and mentoring. 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.
Jason P
CFP®, Series 66
Raleigh, NC
Raymond James & Associates
Jason Peck is a CFP® and Series 66 license holder with six years of industry experience, currently advising at Raymond James & Associates in Raleigh, NC since 2020. Prior to his current role, he worked seven years at Canvas Solutions, Inc. (d/b/a GoCanvas). 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, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research.
Morgan S
Series 65, Series 63
Raleigh, NC
Raymond James & Associates
Morgan Sardzinski is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, she worked in various roles including at Cognizant Technology Solutions and the University of North Carolina. 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 solutions.
Eric C
Series 66
Raleigh, NC
Raymond James & Associates
Eric Campbell is a financial advisor with Raymond James & Associates in Raleigh, NC. He holds the Series 66 designation and has recently transitioned from a 17-year career in the United States Army to the financial services industry. 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, pensions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Jacob M
Series 66
Raleigh, NC
Raymond James & Associates
Jacob Matthews is a Series 66-credentialed financial advisor with Raymond James & Associates in Raleigh, NC, and has 10 years of industry experience. He is also the proprietor of Hammered Pig Ironworks, a metal sculpting business, and is involved with McGinnis Outfitters, assisting with hunting and fishing outings on a rare basis. Additionally, Matthews leases farming rights to land he owns through Whiskey Run Farm. 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, non-discretionary investment consulting, and specialized municipal advisory services.
Alan H
ChFC®, Series 63, Series 65
Raleigh, NC
Raymond James & Associates
Alan Hughes is a financial advisor with Raymond James & Associates, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Raymond James for 13 years. Outside of his advisory role, he serves as a board member of the Milburnie Fishing Club in Raleigh, NC. 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 municipal advisory services.
John H
Series 66
Raleigh, NC
Raymond James & Associates
John Holder is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and NetApp Inc. Outside of his advisory work, he serves as Treasurer for the Brooks Avenue Church of Christ and is a board member of Wake Monarch Academy. 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, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.
Nathan A
Series 66
Raleigh, NC
Raymond James & Associates
Nathan Anglin is a Series 66-registered financial advisor with Raymond James & Associates in Raleigh, NC, bringing nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity in various roles from 2016 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
Marc P
Series 66
Raleigh, NC
Raymond James & Associates
Marc Preyer is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a board member for Greensboro Day School, participating in alumni fundraising efforts. 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.
Ray P
Series 63
Raleigh, NC
Raymond James & Associates
Ray Peck Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Higher Ed Works and participates on the Finance and Investment Committee at University Baptist Church. 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 services supported by a range of portfolio management styles and affiliated research.
John R
CFP®, Series 66
Raleigh, NC
Raymond James & Associates
John Robinson is a CFP® professional with 18 years of experience, currently with Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Raleigh, NC. Outside of his advisory role, he is a partner in BRIG LLC, a business involved in passive real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.
Allison D
Series 66
Raleigh, NC
Raymond James & Associates
Allison Davis is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 17 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.
Joseph W
Series 66
Raleigh, NC
Raymond James & Associates
Joseph Watson is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2014. 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, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.
John P
Series 63
Raleigh, NC
Raymond James & Associates
John Pace Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and bringing 41 years of industry experience. His work history includes six years at Cape Landscaping and four years at the Country Club of North Carolina prior to joining Raymond James in 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 advisory services supported by a broad nationwide adviser network.
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