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John M

Series 63, Series 65

Memphis, TN

Raymond James Financial

John Mclaughlin is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked for 15 years at B. Riley Wealth Management before joining Raymond James in 2024. He also serves as a Registered Representative at The Avenue Wealth Management. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

CFP®, Series 66

Memphis, TN

Raymond James Financial

Terry Morris is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with various Raymond James entities since 2012. Morris also works as an independent contractor advisor for Avenue Wealth Management in Memphis. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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

Series 63, Series 66

Memphis, TN

Raymond James Financial

Leanne Scull is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with Raymond James in various capacities since 2011. She also serves as trustee for two family-related trusts and is involved as an independent contractor advisor at Avenue Wealth Management Memphis. 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 uses risk profiling and analytical tools to tailor non-discretionary planning and encourages client implementation through its advisory programs or other providers.

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

Series 66

Memphis, TN

Raymond James Financial

Matthew Mc Calla is a Series 66-licensed financial advisor at Raymond James Financial with four years of industry experience. His prior roles include positions at Ameriprise and LPL Financial LLC. 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, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to assess potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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