Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

David L

CFP®, Series 63, Series 65

Collierville, TN

Raymond James Financial

David Lofton is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services since 2009 and continues in his role as a financial advisor. Outside of his advisory work, he owns a small lawn care business in Mason, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm uses a range of analytical tools to tailor non-discretionary planning and consulting services to client goals, and it supports municipal and public-finance advisory work through its affiliation with a municipal advisor.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")