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Robert N

Series 63

Murfreesboro, TN

Raymond James Financial

Robert Norman is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including First Bank Investment Partners and U.S. Bancorp Investments. Norman is also associated with FirstBank in Murfreesboro, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and technology, and maintains unique municipal advisory services and specialized retirement plan offerings.

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

Series 66

Murfreesboro, TN

Raymond James Financial

John Slonecker is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and First Horizon Bank. His background also includes roles outside the financial industry, such as positions at DoorDash and Lone Oak Day Camp, as well as a teaching role in primary education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering non-discretionary advisory services tailored to client goals. The firm supports a large advisor network and offers specialized municipal and SIMPLE IRA advisory programs.

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

Series 63, Series 66

Murfreesboro, TN

Raymond James Financial

Matthew Walker is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation and is also an insurance agent with FirstBank Insurance Inc. Additionally, he serves as a branch manager for FirstBank Investment Partners. 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, offering tailored, non-discretionary planning supported by analytical tools and 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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Richard S

Series 66

Murfreesboro, TN

Raymond James Financial

Richard Schroer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. He is currently associated with FirstBank and FirstBank Investment Partners in Murfreesboro, TN. 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 uses a tailored, non-discretionary approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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

Series 66

Murfreesboro, TN

Raymond James Financial

Keith Kline is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisor, Inc. and Wilson Bank & Trust, both since 2018, and previously worked at Suntrust Investment Services, Inc. from 2014 to 2018. Outside of advisory work, he is involved in managing a rental cabin in Pigeon Forge, Tennessee, owned by his family. 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 offers tailored, non-discretionary planning using risk profiling and advanced modeling tools, and supports advisory programs with a large network of advisors.

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