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Noah R

Series 65, Series 63

Bardstown, KY

Raymond James Financial

Noah Royal is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials. He has been in the industry for under one year, having previously worked at Cerity Partners and Western Kentucky University. Outside of finance, he was involved with The Bugs Ear from 2022 to 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide advisor network with institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Terry R

CFP®, Series 63, Series 66

Bardstown, KY

Raymond James Financial

Terry Royal is a CFP® with 26 years of industry experience, currently serving as an advisor at Raymond James Financial. He previously worked at Edward Jones for 26 years before joining Raymond James in 2025. Royal also runs Royal Wealth and Retirement, a separate business entity based in Bardstown, KY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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