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Cynthia M
Series 63, Series 66
St Louis, MO
Raymond James & Associates
Cynthia Mitchell is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and 29 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 managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Michael B
Series 66
St Louis, MO
Raymond James & Associates
Michael Bratton is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2013. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tadd H
CFP®, Series 63, Series 65
St Louis, MO
Raymond James & Associates
Tadd Hicks is a CFP® with 33 years of industry experience, currently affiliated with Raymond James & Associates since 2016. He serves as a director on the board of Warren County Bancshares, a family-owned bank, a position he has held for approximately 20 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services through various advisory programs, drawing on diverse portfolio management styles and in-house research.
Matthew H
CFP®, Series 63
St Louis, MO
Raymond James & Associates
Matthew Harp is a CFP® with 26 years of industry experience. He currently works at Raymond James & Associates and previously spent 13 years at Edward Jones. Harp is based in St. Louis, MO. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Steven W
Series 66
Saint Louis, MO
Raymond James & Associates
Steven Willick is a financial advisor with Raymond James & Associates in Saint Louis, MO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Agilix Solutions, Infinex Investments, First Bank, and Wells Fargo Advisors. 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 investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.
Charles B
Series 66
St Louis, MO
Raymond James & Associates
Charles Berger is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at UBS Financial Services and has a background that includes roles with the International Ice Hockey Federation and the Wilkes Barre Scranton Penguins. 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 range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
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