Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
William N
Series 63, Series 66
Greenwood Village, CO
Raymond James Financial
William Nadler is a financial advisor with Raymond James Financial in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Raymond James since 2006 and is also involved with Cherry Creek Wealth Advisors LLC, where he provides financial planning. Additionally, he serves as a trustee for an IRA in his capacity at Nadler Jim. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and has specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.
James S
Series 63, Series 65
Greenwood Village, CO
Raymond James Financial
James Smith Jr. is a financial advisor with Raymond James Financial in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His work history includes roles at Raymond James Financial since 2018, Wells Fargo Advisors since 2016, and as president of Buff 74 Asset Management, a support company he owns. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance activities through its unique affiliations.
Dawn V
Series 63, Series 65
Greenwood Village, CO
Raymond James Financial
Dawn Viellieux is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including Wells Fargo Advisors Financial Network and Buff 74 Asset Management. She also serves as a client associate at Buff 74 Asset Management and PC Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors and advisory firms.
Christopher D
Series 66
Greenwood Village, CO
Raymond James Financial
Christopher Delong is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms including Morgan Stanley and Bridgerock Capital, where he also manages business operations. Delong is based in Greenwood Village, Colorado. 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 non-discretionary planning tailored to client goals, utilizing analytical tools and a range of advisory programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters