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Bernard F
Series 63, Series 66
Greensboro, NC
Raymond James Financial
Bernard Franko III is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. prior to joining Raymond James Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
David M
CFP®, Series 66
Greensboro, NC
Raymond James Financial
David Morgan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Greensboro, NC. Prior to joining Raymond James in 2025, he worked at Edward Jones from 2012 to 2025. Outside of his advisory role, he owns Morgan Wealth Partners, a support company, and holds an ownership interest in Morgan Investment Properties of Greensboro, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique capabilities in municipal advisory and employer-sponsored retirement plan consulting.
James K
CFP®, Series 63, Series 65
Greensboro, NC
Raymond James Financial
James Kirven IV is a CFP® with 28 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after a long tenure at Edward Jones from 1997 to 2025. Kirven serves on the Investment and Endowment Committee for the YMCA of Greensboro. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through its advisory programs and consulting services.
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