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Harmon C

Series 63, Series 66

Laurel, MS

Raymond James Financial

Harmon Callen III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Trustmark Bank and LPL Financial, with current affiliations that began in 2025. Outside of advising, he owns Callen Enterprises LLC, a small rental property business used primarily for family overflow and short-term rentals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools, supporting a broad network of advisors and specialized municipal and retirement plan services.

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

CFP®, Series 66

Laurel, MS

Raymond James Financial

Johnson Marcellino is a CFP® professional with 13 years of industry experience currently with Raymond James Financial in Laurel, MS. He previously worked at LPL Financial for 12 years. Johnson serves on the board and financial subcommittee of a local Christian school. 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, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a municipal advisory affiliation uncommon among large institutional advisors.

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

Series 66

Laurel, MS

Raymond James Financial

Jessica Bilbo is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Trustmark Bank. Outside of her advisory role, she is involved with Trustmark Financial Services in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and a large advisor network. The firm also supports municipal and public finance work through a unique affiliation with a municipal advisor and offers specialized retirement plan consulting services.

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

Series 63, Series 65

Laurel, MS

Raymond James Financial

Matthew Witbeck is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, LPL Financial, and Northwestern Mutual Investment Management. Outside of advising, he has involvement with Trustmark Bank as a bank associate. 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 risk profiling and analytical tools and supports municipal and public-finance work through unique affiliations.

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