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Robert M

Series 63, Series 65

Sheridan, WY

Raymond James & Associates

Robert Mcvey III is a financial advisor with Raymond James & Associates in Sheridan, Wyoming, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including ten years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mcvey joined Raymond James & Associates in 2025. 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, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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