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Ginger S
Series 63, Series 66
Memphis, TN
Raymond James Financial
Ginger Shackelford is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 63 and 66 licenses and bringing 18 years of industry experience. Prior to joining Raymond James, she worked at Apple Inc. from 2015 to 2020. Outside of her advisory role, she is an associate at Swain Wealth Partners LLC, where she supports account opening, trading, and client assistance. 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 institutions. The firm employs tailored, non-discretionary planning using analytical tools to align investment strategies with client goals and offers specialized municipal and public finance services.
Peter D
CFP®, Series 63, Series 66
Memphis, TN
Raymond James Financial
Peter Dale is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and serves as the sole member of Swain Wealth Partners LLC. His prior experience includes roles at Scottrade Inc. and TD Ameritrade Investment Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports one of the largest advisor networks with specialized expertise in municipal and public finance.
Michael S
CFP®, Series 63, Series 65
Memphis, TN
Raymond James Financial
Michael Swain is a CFP® professional at Raymond James Financial with 37 years of industry experience. He has worked with Swain Wealth Partners since 2012 and has been affiliated with Raymond James Financial and its services since 2003. Outside of his advisory roles, he has served as a trustee and power of attorney for a private investment entity. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals through various advisory programs and institutional consulting services.
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