Nicole Mccoy is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes nearly two decades at Wachovia Bank, N.A. and Wells Fargo Clearing. She works with Pinnacle Asset Management in a non-investment capacity, referring clients and collaborating with partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and tailored advisory programs, with notable offerings in municipal finance and SIMPLE IRA employer advisory services.

David Henkel is a financial advisor with Raymond James Financial in Huntersville, NC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pinnacle Financial Partners. Outside of advising, he owns a mountain property that he rents through VRBO. 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 employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports specialized municipal and public-finance advisory services.

Bryan Sherrill is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he serves as Treasurer and Deacon at Diamond Hill Baptist Church and teaches at Rowan-Cabarrus Community College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.