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Jesse G
CFP®, Series 66, Series 65, Series 63
Knoxville, TN
Raymond James Financial
Jesse Giles is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Raymond James, he worked at CogentBlue Wealth and Home Federal Bank of Tennessee. Outside of his advisory role, he assists at Marzolf Investment Group in Knoxville, supporting client service and business operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients assess potential outcomes, while supporting a wide network of advisors and maintaining notable municipal advisory and SIMPLE IRA consulting programs.
Samuel S
Series 66
Knoxville, TN
Raymond James Financial
Samuel Shelley is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at The Trust Company of Tennessee, Truist Advisory Services, and Truist Investment Services. Outside of his advisory work, he is also an associate at Marzolf Investment Group, LLC in Knoxville, TN. 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 corporations. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.
Brandi S
Series 66
Knoxville, TN
Raymond James Financial
Brandi Shipwash is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. She previously worked for TD Ameritrade from 2005 to 2021 before joining Raymond James in 2021. Outside of her advisory role, she owns and manages a rental property in Louisville, Tennessee. 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, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports a wide advisor network, with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.
Jeffrey M
Series 63, Series 65
Knoxville, TN
Raymond James Financial
Jeffrey Marzolf is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial since 2004. Marzolf serves as a trustee and trust protector for family-related trusts. 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 delivers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal advisory and SIMPLE IRA employer consulting.
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