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Hynson M

Series 66

Richmond, VA

Raymond James & Associates

Hynson Marvel III is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Wells Fargo Clearing. Marvel is also the owner of WESTCAP, LLC, an entity that manages business insurance for his branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting 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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Roger S

CFP®, Series 66

Richmond, VA

Raymond James & Associates

Roger Shawn III is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. He has worked with Raymond James & Associates since 2017 and previously spent eight years at Capitol Securities. Outside of his advisory role, he manages a small portfolio of rental real estate holdings through property management companies. Raymond James & Associates, Inc. is a large firm serving a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

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

Series 66

Richmond, VA

Raymond James & Associates

Elise Borghi is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at RBC Wealth Management and Wealthspire Advisors. Outside of her advisory role, Borghi volunteers as an election official for the King William Election Office. 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 client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and advisers.

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