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Seth A
CFP®, Series 63
Atlanta, GA
Raymond James Financial
Seth Adams is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Atlanta, GA. His prior experience includes roles at Hightower Advisors, BlueRock Wealth Management, and Sagepoint Financial, among others. He is also involved with finoBlue, Inc., an outside business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory services.
Christy H
Series 66
Atlanta, GA
Raymond James Financial
Christy Hansard is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and Patrick Financial Group during her career. In addition to her advisory role, she is an associate and financial planner/practice manager at finoBlue, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and provides specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.
Casey P
Series 63, Series 66
Atlanta, GA
Raymond James Financial
Casey Patrick is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2004, alongside leading Patrick Financial Group since 2013. Patrick is a board member of the Vinings Cumberland Rotary Foundation Investment Committee, providing investment guidance to the nonprofit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting that incorporates risk profiling and modeling tools and supports municipal and public-finance work through unique affiliations.
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