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Timothy G
Series 63, Series 65
Wilmington, NC
Raymond James & Associates
Timothy Gray II is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work history includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutional clients, and municipalities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management strategies and affiliated research.
John T
Series 63, Series 65
Wilmington, NC
Raymond James & Associates
John Thomas Jr. is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is involved as an owner and partner in a real estate activity unrelated to his investment advisory work. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Emily H
Series 66
Wilmington, NC
Raymond James & Associates
Emily Harvey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.
Matthew B
Series 66
Wilmington, NC
Raymond James & Associates
Matthew Bennett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of his advisory role, Bennett is the owner of Bennett Boys LLC, a commercial property rented to a CrossFit gym. 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, non-discretionary financial planning and consulting services supported by extensive research, multiple portfolio management styles, and a broad affiliate network.
Charles M
Series 63
Wilmington, NC
Raymond James & Associates
Charles Mintz is a financial advisor with Raymond James & Associates in Wilmington, NC, holding a Series 63 designation and over 45 years of industry experience. His prior roles include positions at Bb&T Securities, Truist Investment Services, and Truist Advisory Services. He serves as a finance and investment committee member for the Adam Latta Fund, overseeing stipend distributions for retired ministers of Methodist churches. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by extensive research and model managers.
Edward K
Series 63, Series 66
Wilmington, NC
Raymond James & Associates
Edward Knox III is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He 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.
Shane H
Series 66
Wilmington, NC
Raymond James & Associates
Shane Hendren is a financial advisor with Raymond James & Associates in Wilmington, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Truist Advisory Services, Truist Investment Services, and BB&T organizations. Hendren serves as a board member of the University of North Carolina Wilmington’s Marketing Department Advisory Board, contributing feedback and participating in student development 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 financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Savannah K
Series 66
Wilmington, NC
Raymond James & Associates
Savannah King is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2019 to 2023. Before her advisory career, she was involved in diverse roles including positions at 1051 Salon and Wrightsville Family Practice. 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 wide range of clients, including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Charles M
CFP®, Series 63, Series 65
Wilmington, NC
Raymond James & Associates
Charles Mintz is a CFP® professional with 14 years of industry experience, currently advising clients at Raymond James & Associates in Wilmington, NC. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. 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 public entities, offering financial planning and consulting services with a broad range of portfolio management strategies.
Danielle R
Series 63, Series 66
Wilmington, NC
Raymond James & Associates
Danielle Rich is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. Her prior roles include positions at UBS Financial Services Inc., First Citizens Investor Services, and First Citizens Bank. 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, institutional and pension plans, and municipal entities, offering financial planning and consulting services supported by firm research and a range of portfolio management strategies.
Adair G
Series 63
Wilmington, NC
Raymond James & Associates
Adair Graham is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 53 years of industry experience. His prior roles include positions at Bb&T Securities and Scott & Stringfellow, Inc. Outside of finance, he is a partner in an agricultural farming business. 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, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by research and sub-advisers.
Gary B
Series 66
Wilmington, NC
Raymond James & Associates
Gary Bechtold is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he served in various roles within the Marine Special Operations Command and the 3rd Marine Raider Battalion. His background includes military service and a brief tenure at Live Oak 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
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