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Thomas D

Series 63, Series 65

Tuscaloosa, AL

Raymond James & Associates

Thomas Dedrick is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 65 registrations and totaling 42 years of industry experience. He is also a partner at W.D. Logistics, where he oversees administrative operations. 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 advisory services through a range of portfolio management styles and affiliated research.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

William Beck is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including positions at Farley Enterprises, Tall Pines Logistics, KTB Global, the University of Alabama, and American Christian Academy. 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, pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63, Series 66

Tuscaloosa, AL

Raymond James & Associates

Barbara Beck is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 66 designations and having 27 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, BBVA Securities, and Compass Bank. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that manages 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 solutions.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Michael Filosa 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 for Saint-Gobain for ten 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, pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Steven Kellough is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Kellough serves as president and advisory board officer for The Bourbon Club of Tuscaloosa, a nonprofit focused on charity and compliance with alcohol guidelines. 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 pension plans, offering a range of financial planning and consulting services supported by multiple portfolio management styles and affiliated research.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Devin Haun is a financial advisor at Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 credential with approximately one year of industry experience. His prior work includes roles at Velocity Restorations, LLC and New Orleans Bomb Factory, LLC. He serves as treasurer for the Hale County Band Boosters, a nonprofit organization. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets, serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting with a variety of portfolio management styles, including municipal advisory services and employer consulting programs.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Terrance Dedrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He is a partner at W.D. Logistics and owner of D Lux Enterprises, and serves as president of the West Alabama Auburn Club. Additionally, he contributes to community development as a member of the advisory board for Elevate in Tuscaloosa. 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 fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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

Series 63, Series 66

Tuscaloosa, AL

Raymond James & Associates

Heather Mills is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 66 licenses and 22 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, institutions, and municipal entities, and offers 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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Deborah C

Series 63, Series 65

Tuscaloosa, AL

Raymond James & Associates

Deborah Crownover is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 65 designations and bringing 33 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Mary Beck is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Thornhill Capital Management for one year. Prior to her advisory career, she spent a decade in full-time education. 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.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Tyler Nunn is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Calvary Tuscaloosa, Desperation Church, and Regions Bank. He serves as a board member of The Bourbon Club of Tuscaloosa, a nonprofit organization focused on fellowship and charitable activities. 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 tailored financial planning and investment consulting primarily through non-discretionary relationships.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Tariq Azam is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Tuscaloosa Lung and Sleep and the University of Alabama. 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 fiduciary solutions.

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

Series 66

Tuscaloosa, AL

Raymond James & Associates

Jessica Phifer is a financial advisor with Raymond James & Associates in Tuscaloosa, Alabama, holding a Series 66 designation and 10 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 roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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