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Robert W

Series 63, Series 65

Vienna, WV

Raymond James & Associates

Robert Winebrenner is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63 and Series 65 securities licenses and has been with Raymond James since 2015. In addition to his financial advisory role, he has served in the West Virginia Army National Guard since 1992. 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 and non-discretionary investment consulting supported by a broad 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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Stephen H

CFP®, Series 63, Series 65

Vienna, WV

Raymond James & Associates

Stephen Hussey is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James & Associates. He has worked at Raymond James from 2015 to 2026 and most recently joined LPL Financial. Outside of finance, he owns Merf Records and Entertainment, a music business involved in recording, production, publishing, and licensing. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services supported by a wide 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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Heidi S

Series 63, Series 65

Vienna, WV

Raymond James & Associates

Heidi Schenz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Raymond James & Associates since 2015. She serves as a finance and investment committee member for the Parkersburg Area Community Foundation, contributing to marketing, asset allocation, manager selection, and the periodic selection of investment advisors. 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, charitable organizations, and public entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 66

Vienna, WV

Raymond James & Associates

Barbara Wilson is a Series 66-credentialed financial advisor with Raymond James & Associates, bringing 23 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, Wilson serves as an assistant coach for the Ohio Valley All-Stars/Cheer Elite competition cheerleading team. 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 comprehensive financial planning and consulting services with a range of portfolio management strategies.

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