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Jeffrey O

Series 63

Lexington, TN

Raymond James Financial

Jeffrey Odum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, TN, holding a Series 63 designation and 27 years of industry experience. He has previously worked with LPL Financial and Invest Financial Corporation. He is also associated with FirstBank and its related entities in a financial advisory capacity. 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 tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

Lexington, TN

Raymond James Financial

James Presley is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He previously worked at LPL Financial and INVEST Financial Corporation and has a long tenure with FirstBank. Outside of his advisory work, he owns and operates a registered Texas Longhorn cattle breeding and sales business. 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 investors. The firm offers tailored, non-discretionary planning and supports clients through advisory programs and institutional consulting across a broad advisor network.

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