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Cade M

Series 66

Columbia, TN

Raymond James Financial

Cade Morgan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including a position at Leisure Time Pool & Spa. Outside of his advisory work, he is involved with Grace Financial Partners, where he conducts client meetings and assists other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and tailored risk profiling to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA consulting.

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

CFP®, Series 63

Columbia, TN

Raymond James Financial

Weisley Frazier Jr. is a CFP®-certified financial advisor with Raymond James Financial, bringing 22 years of industry experience. He has been with various divisions of Raymond James since 2013. Outside of his advisory role, he is an officer and secretary of Grace Financial Partners Inc., a support company related to his business activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, utilizing tailored, non-discretionary strategies that incorporate advanced risk profiling and modeling tools. The firm supports a broad network of advisors and offers specialized services, including municipal finance 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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Robert M

Series 63, Series 66

Columbia, TN

Raymond James Financial

Robert Morgan Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James and its related entities since 2013 and previously worked at Grace Financial Partners, LLC. 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 offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a range of advisory programs and institutional consulting services.

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