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Sara H

Series 66

Nashville, TN

Raymond James Financial

Sara Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her previous firms include UBS Financial Services, Merrill, Macquarie, and B. Riley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is noted 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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Harrison K

Series 63, Series 66

Nashville, TN

Raymond James Financial

Harrison Kidd is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has worked with Raymond James Financial Services since 2002 and with Pinnacle Bank since 2014. Outside of his advisory role, he is involved with an agricultural business and serves as a trustee at Kidd Brock. 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 uses tailored planning and analytical tools to support client goals and offers unique municipal and public finance capabilities alongside customized advisory programs.

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

Series 66

Nashville, TN

Raymond James Financial

John Webb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and six years of industry experience. He has worked with multiple affiliated entities within Raymond James since 2019 and serves as a private wealth advisor. Webb also holds a position on the advisory board of Mindflow, where he participates in quarterly meetings regarding the organization’s direction. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA employer consulting.

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