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Candice P

Series 66

Birmingham, AL

Raymond James Financial

Candice Parker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Zyia Active and Sa Stone Wealth Management. She is a minority owner and financial advisor at Birmingham Investment Group and holds a 10% ownership in Ingram Whatley LLC. 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, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 66

Birmingham, AL

Raymond James Financial

Garrison Shenker is a financial advisor at Raymond James Financial in Birmingham, AL, holding a Series 66 designation with two years of industry experience. Prior to his current role, he held positions at Raymond James Financial Services, Inc., and has experience working outside the financial sector, including time as a proprietor responsible for property management duties. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 66

Birmingham, AL

Raymond James Financial

Matthew Saia is a financial advisor at Raymond James Financial in Birmingham, Alabama, holding a Series 66 designation with one year of industry experience. His background includes roles at Birmingham Investment Group and involvement with Auburn University and the Onward Campus Ministry. 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, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools within a non-discretionary advisory model and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

Series 66

Birmingham, AL

Raymond James Financial

Trent Howard is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and also has been involved with Birmingham Investment Group in a non-investment related advisory capacity. Prior to his current role, he spent several years associated with Clemson University and Briarwood Christian Upper School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with a range of advisory programs.

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

Series 63, Series 65

Birmingham, AL

Raymond James Financial

Stuart Whatley Jr. is a financial advisor with Raymond James Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked with Raymond James Financial since 2009 and has been associated with several related entities since 2008. Outside of his advisory role, he serves as a board member and chair of the finance committee for the Alabama School of Fine Arts Foundation and is involved in multiple LLCs as an owner or managing member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, institutions, and nonprofits. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through advisory programs or other providers.

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