Susan Shoe is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services since 2018. Outside of her advisory role, she is Vice President of Shoe Private Wealth Advisors, a wealth management and consulting business. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

John Ager is a CFP® certificant with over 31 years of experience in financial services. He has been associated with Raymond James Financial Services Advisors Inc. since 2013. In addition to his advisory role, he owns Ager Financial Corporation, a support company based in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diversified client base, including individuals, high-net-worth clients, and institutional entities. The firm uses analytical tools such as risk profiling and probabilistic modeling to tailor non-discretionary planning and consulting to client goals.

Howard Shoe Jr. is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2009. He is also CEO and President of Shoe Private Wealth Advisors, a wealth management and consulting firm. 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 institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliations.

James Powell is a CFP® with 43 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2015. He operates Powell Capital, LLC, a support company based in Charlotte, NC. 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, using analytical tools to tailor non-discretionary advice to client goals.