Desiree Kelley is a CFP® professional with 19 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. since 2017 and previously held roles at Lincoln Investment and Detillier Financial Advisors. Kelley is also actively employed as a financial advisor with M Wealth Advisors. 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 emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

John Morgan is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliated entities since 1998, as well as at Planning & Investment Centers, Inc. since 1990. Morgan is also the CEO of M Wealth Advisors. 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 advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Forrest Smith is a financial advisor with Raymond James Financial in Metairie, LA, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has been associated with Raymond James Financial Services and its related entities since 2014. Outside of his advisory work, he has involvement with Eagle Janitorial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses tailored non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Roth is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Texas Capital Bank and TCBI Securities. His background also includes roles in education at Louisiana State University and St. Martins Episcopal School. 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 using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.