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Matthew B

Series 66

Jackson, WY

Raymond James Financial

Matthew Berman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles in various hospitality and service businesses, including restaurants and bars in the Jackson, Wyoming area. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs a non-discretionary approach tailored to client goals and integrates technology, cybersecurity, and artificial intelligence in its operations.

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

Series 66

Jackson, WY

Raymond James Financial

Barley Peery is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has been associated with multiple firms, including Singleton Peery Financial LLC and BHP Financial, which he owns and uses to purchase his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to institutional and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisory firms.

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

Series 63, Series 65

Jackson, WY

Raymond James Financial

Judith Singleton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Raymond James since 1999 and was also involved with Jackson Hole Interiors from 2005 to 2016. Singleton is president and CEO of J Singleton Financial, a support company she owns. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor advice and supports a large advisor network with services that include municipal and public finance consulting.

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

Series 66

Jackson, WY

Raymond James Financial

Jorge Meneses is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has experience with multiple firms since 2020, including Faherty Brand and First Security Bank. Outside of finance, he has been involved with soccer organizations such as Gallatin Elite Soccer Club and Big Sky Soccer Camp. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and partnerships aligned with specialized municipal and retirement services.

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