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John M

Series 63, Series 66

Meridian, MS

Raymond James Financial

John Mcrae is a financial advisor with Raymond James Financial in Meridian, MS, holding Series 63 and Series 66 designations and with 33 years of industry experience. He has been affiliated with Raymond James since 1999 and also serves as president of JCM Tree, managing timber tract operations. Mcrae participates as a member of the Mississippi State University Faculty Executive Advisory Board and has been involved with the Queen City Investment Club since 2014. 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 various analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

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

Series 63, Series 65

Meridian, MS

Raymond James Financial

Wendy Chisolm is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Citizens National Bank and its Wealth Management division, as well as Raymond James Financial Services Advisors, Inc. outside of her current role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals, and is notable for its municipal advisor affiliation and specialized advisory programs.

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

Series 66

Meridian, MS

Raymond James Financial

Ravon Dudley is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Citizens National Bank Financial Advisors and Rea, Shaw, Giffin & Stuart. Dudley is currently associated with Citizens National Bank Wealth Management in Meridian, MS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice and offers specialized programs such as municipal advisory 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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Jessy N

Series 66

Meridian, MS

Raymond James Financial

Jessy Najera is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc., Jessy worked at Citizens National Bank Wealth Management and Jeffery Wilson State Farm. Jessy is also involved in Citizens National Bank Wealth Management in a non-investment support role. 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, and institutions. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized plan advisory programs.

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