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William A

Series 66

Reno, NV

Raymond James & Associates

William Atha II is a financial advisor with Raymond James & Associates in Reno, NV, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2022 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, 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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