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James W

Series 63, Series 66

Visalia, CA

Raymond James & Associates

James Wohlford is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 14 years before joining Raymond James in 2022. Outside of his advisory role, he owns and operates an agricultural business managing 25 acres of orange groves. 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 tailored financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model managers.

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

Series 66

Visalia, CA

Raymond James & Associates

Neal Hickey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Stifel Nicolaus & Co and Idoxworks Inc. Outside of his advisory role, Neal co-owns a rental property with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a range of services including financial planning and non-discretionary investment consulting, supported by diverse portfolio management styles and extensive affiliated research.

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