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Tracy C

Series 66

Greensboro, NC

Raymond James Financial

Tracy Cottingham V is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Cottingham held academic positions at North Carolina State University, Ohio State University, and Marshall University. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs with an emphasis on technology, cybersecurity, and public finance.

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

Series 65, Series 66

Greensboro, NC

Raymond James Financial

Tracy Cottingham IV is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James and Pinnacle Financial Partners in 2020. Outside of advisory work, he is involved as an associate with Capstone Investment Company and Pinnacle Asset Management. 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 offers non-discretionary, tailored planning and utilizes analytical tools and modeling to support client goals, with specialized services such as 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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Jeffrey C

Series 63, Series 65

Greensboro, NC

Raymond James Financial

Jeffrey Chesson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 65 designations with 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wachovia Bank. He is also involved in providing financial advice and wealth management services through Capstone Investment Partners and Pinnacle Asset Management. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and maintains unique affiliations supporting municipal and public finance advisory services.

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