Anne Mullen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Raymond James in 2026, she worked at Truist Investment Services and Truist Bank, with earlier roles in education and banking at Lynchburg City Schools and First Citizens Bank. 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 supported by a wide range of portfolio management styles and affiliated research.

Charles Watson is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked at TRUIST Investment Services, Inc., Piedmont Foundry Supply Inc., and Forvis LLP. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Curtis Arney is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates. He has previously worked at Truist Advisory Services, TRUIST INVESTMENT SERVICES, Inc., and BB&T Securities. 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 wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.