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William R

Series 63, Series 66

Crossville, TN

Raymond James Financial

William Roper is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His career includes roles at FirstBank Investment Partners, First Horizon Advisors, and J.J.B. Hilliard, W.L. Lyons, LLC. He is also an insurance agent offering non-variable insurance products through FirstBank Insurance Inc. 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. The firm offers tailored, non-discretionary planning using analytical tools and supports its advisory network with institutional consulting, portfolio management, and specialized services such as municipal advising and employer SIMPLE IRA programs.

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