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George M
Series 63
The Villages, FL
Raymond James & Associates
George Mathis is a financial advisor with Raymond James & Associates, holding the Series 63 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, Mathis serves as CEO of Bikes for Tikes Ocala, a nonprofit organization that collects bicycles and donations for families in need and community outreach programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.
Tyler J
Series 63, Series 65
The Villages, FL
Raymond James & Associates
Tyler Jackson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
J H
ChFC®, Series 66
The Villages, FL
Raymond James & Associates
J Heaton is a ChFC® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James & Associates since 2016. Outside of his advisory role, he owns and operates Muck Me Farm, LLC, where he raises livestock for show and sale. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.
Fredrick T
Series 66
The Villages, FL
Raymond James & Associates
Fredrick Tribble is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2014. He has 26 years of industry experience. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.
Amy G
Series 65, Series 66
The Villages, FL
Raymond James & Associates
Amy Gonzalez Thompson is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Goldman, Sachs & Co. for 16 years. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Cody M
Series 63, Series 65
The Villages, FL
Raymond James & Associates
Cody Maciejewski is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Raymond James & Associates since 2012. Maciejewski maintains an active Missouri insurance producer license with RJ Insurance Group. Raymond James & Associates 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Olivia S
Series 66
The Villages, FL
Raymond James & Associates
Olivia Simmons is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience at Truist Bank and Publix. 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, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Charles T
CFP®, ChFC®, Series 66
The Villages, FL
Raymond James & Associates
Charles Thompson is a CFP® and ChFC® financial advisor with Raymond James & Associates, bringing six years of industry experience. Prior to joining Raymond James in 2020, he spent 19 years at Munn's Sales & Service, Inc. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Noel B
Series 66
The Villages, FL
Raymond James & Associates
Noel Brewer is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has been since 2022, following prior roles at Morgan Stanley and Wells Fargo. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive research and model manager options.
Tyler C
Series 66
The Villages, FL
Raymond James & Associates
Tyler Carver is a financial advisor with Raymond James & Associates, holding a Series 66 credential. He began his advisory role in 2026 and has previous experience at Hertz Global Holdings Inc., Bonita Endodontics, and Bed Bath & Beyond. Tyler is based in The Villages, FL. 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, charitable organizations, and municipal entities, offering financial planning and investment consulting through various specialized programs and research-supported strategies.
William S
Series 66
The Villages, FL
Raymond James & Associates
William Spell III is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved as a managing member of an occasional charter service and assists with his wife's farming business. Raymond James & Associates is a dually registered 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
John I
Series 63, Series 66
The Villages, FL
Raymond James & Associates
John Ivory Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he serves as CEO of Ocala 4 Football, a nonprofit organization focused on developing local youth football players and enhancing their exposure to college programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Marc H
Series 66
The Villages, FL
Raymond James & Associates
Marc Hallick is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns Orange and Blue Aviation, which leases a Cirrus SR22 aircraft to a flight school for charters and rentals. 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, non-discretionary investment consulting, and institutional solutions, with a broad range of portfolio management styles and affiliated research.
Kayla D
Series 66
The Villages, FL
Raymond James & Associates
Kayla Davis is a Series 66 licensed financial advisor with Raymond James & Associates, where she has worked since 2015. She has nine years of industry experience and is based in The Villages, Florida. Raymond James & Associates 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, institutional clients, and municipalities, offering tailored financial planning and consulting services that are generally non-discretionary with client-directed implementation.
Andrea P
Series 63, Series 66
The Villages, FL
Raymond James & Associates
Andrea Patrick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she raises beef cattle through her sole proprietorship and assists with secretarial duties for a family cabinet installation business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.
Amy V
Series 66
The Villages, FL
Raymond James & Associates
Amy Verzaal is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank from 2006 to 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research.
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