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Max W

Series 63, Series 66

Fayetteville, NC

Raymond James Financial

Max Weinstein is a financial advisor with Raymond James Financial in Fayetteville, NC, holding the Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Raymond James Financial since 2000 and also operates as owner of Back Again, LLC. Weinstein serves as Finance and Stewardship Chair and Board Member for the Cumberland Community Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting and supports a broad advisor network with specialized services, including municipal advisory 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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Mary W

Series 66

Fayetteville, NC

Raymond James Financial

Mary Williams is a Series 66-licensed financial advisor with Raymond James Financial in Fayetteville, NC, with nine years of industry experience. She previously worked at Merrill from 2015 to 2022 and has been associated with Raymond James Financial Advisors, Inc. since 2023. Williams serves on the Finance and Investment Committee for Village Baptist Church, where she collaborates on the church’s financial oversight. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports various advisory programs and institutional consulting.

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