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Glenda S
CFP®, Series 63, Series 65
Tulsa, OK
Raymond James & Associates
Glenda Suchy is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor with Raymond James & Associates since 2017. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved in managing several rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.
Anthony A
Series 66
Tulsa, OK
Raymond James & Associates
Anthony Allen is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns a bookkeeping business serving his church, serves as president of a local homeowners association, and acts as a trustee handling legal matters for a church in Tulsa, Oklahoma. 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 nonprofits, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a broad range of portfolio management styles and affiliated research.
Paul W
Series 63, Series 65
Tulsa, OK
Raymond James & Associates
Paul Walker is a financial advisor with Raymond James & Associates in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Brent S
Series 66
Tulsa, OK
Raymond James & Associates
Brent Suchy is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James since 2017 and previously spent two years with Morgan Stanley and Morgan Stanley Private 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, non-discretionary investment consulting, and institutional advisory services through various specialized divisions.
William V
Series 66
Tulsa, OK
Raymond James & Associates
William Veitch is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 until joining Raymond James in 2024. Veitch is a partner in two family-owned businesses—a holding company for a family farm and a firearms collection partnership. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting programs.
Valerie Z
Series 66
Tulsa, OK
Raymond James & Associates
Valerie Zwosta is a financial advisor with Raymond James & Associates in Tulsa, Oklahoma, holding a Series 66 credential and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she is a freelance musician who performs seasonally and also works as a Scentsy home sales consultant. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and in-house research, with a notable presence in municipal advisory and employer retirement plan services.
Scott V
Series 63, Series 65
Tulsa, OK
Raymond James & Associates
Scott Veitch is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stride Bank, Regent Bank, AMC Mortgage, Guaranteed Rate, and Fairway Mortgage. He is also involved with Valiant Oil & Investment Company, a private investment business based in Tulsa, Oklahoma. Raymond James & Associates is a 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—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Heidi C
Series 66
Tulsa, OK
Raymond James & Associates
Heidi Collins is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. She previously worked at Capital Advisors, Inc. and Morgan Stanley. Collins is based in Tulsa, Oklahoma. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.
Benjamin R
Series 63, Series 66
Tulsa, OK
Raymond James & Associates
Benjamin Reynolds is a financial advisor at Raymond James & Associates with five years of industry experience. Prior to joining Raymond James in 2022, he worked at The Trust Company of Oklahoma from 2019 to 2022 and at BOKF, NA from 2002 to 2019. He holds Series 63 and Series 66 licenses. 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 and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.
Frank S
Series 66
Tulsa, OK
Raymond James & Associates
Frank Shipley is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and having 10 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley. 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 consulting services with a range of portfolio management styles and affiliated research.
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