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Patricia B

Series 63

Fairhope, AL

Raymond James Financial

Patricia Burrell is a Series 63-credentialed advisor with 31 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025. Prior to this, she worked at Trustmark Financial Service, Trustmark Bank, and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory consulting.

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

Series 66

Fairhope, AL

Raymond James Financial

Jackey Burrell Jr. is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Trustmark Bank, Trustmark Financial Services, Community Bank of Mississippi, and positions at Mississippi State University and Fairhope High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and it supports municipal and public finance work through unique affiliations.

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