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Faith S

Series 66

Cookeville, TN

Raymond James Financial

Faith Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she gained experience at several small businesses and spent six years associated with Tennessee Technological University. Outside of her advisory work, she has been involved with entrepreneurial activities including operating a pet sitting service and engaging with small food and beverage ventures. 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 risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals 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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Billy S

Series 63

Cookeville, TN

Raymond James Financial

Billy Scruggs is a financial advisor with Raymond James Financial in Cookeville, Tennessee, holding a Series 63 designation and 29 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1997 and currently serves as a Finance and Investment Committee Member for Cookeville First United Methodist Church. Additionally, he is affiliated with 304 Family Wealth as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and operates specialized programs in municipal finance and SIMPLE IRA employer advisory services.

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

Series 66

Cookeville, TN

Raymond James Financial

Matthew Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He has previously worked at 304 Generational Wealth Management and Union Bank. Outside of his advisory role, Brown owns and operates agricultural businesses, including cattle raising and hay sales, and manages rental real estate properties, including an Airbnb. 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 offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

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

Series 66

Cookeville, TN

Raymond James Financial

William Wilson is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. He began his advisory career in 2025 and has prior experience in healthcare roles and at Vanderbilt University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports various advisory programs, differentiating itself with municipal advisory services and specialized SIMPLE IRA employer consulting.

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

Series 66

Cookeville, TN

Raymond James Financial

Katie Eldridge is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and concurrently works as an associate at 304 Family Wealth, where she supports branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools to tailor non-discretionary recommendations aligned with client goals.

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

Series 66

Cookeville, TN

Raymond James Financial

Adam Cunningham is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at 304 Generational Wealth Management and has experience associated with Ironwood Golf Course and Tennessee Tech University. Cunningham is also employed as a financial advisor with 304 Family Wealth in a non-investment support role. 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, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its municipal advisor affiliation.

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

Series 66

Cookeville, TN

Raymond James Financial

Cassandra Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Her background includes roles at Raymond James since 2020 and a brief tenure with DelMonaco Winery & Vineyards and Cumberland University. She is also employed as a financial advisor at 304 Family Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals 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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