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Michael B

Series 66

Nashville, TN

Raymond James Financial

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at ACUFF & Associates / JULY Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting services.

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

Series 66

Nashville, TN

Raymond James Financial

Myles Zueger is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has worked with Adams Wealth Partners since 2018, providing operations and financial advising support. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individuals, institutions, and nonprofit organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through various advisory programs.

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

CFP®, Series 63, Series 65

Nashville, TN

Raymond James Financial

Spencer Provow is a CFP®-certified financial advisor with Raymond James Financial, based in Nashville, TN, and has 18 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he is involved as an investment advisor with Adams Wealth Partners and is a partner in a real estate venture focused on property acquisitions in Middle Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs a non-discretionary advisory approach using risk profiling and modeling tools to tailor recommendations to client goals.

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

CFP®, Series 66

Nashville, TN

Raymond James Financial

Nicholas Wolf is a CFP® professional with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has worked at several firms, including David Adams Wealth Partners and Strategic Financial Partners. Nicholas is also involved as an associate at Adams Wealth Partners, supporting investment advisory activities. 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 offers customized, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA consulting.

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

Series 66

Nashville, TN

Raymond James Financial

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in education and the hospitality industry. He is also involved with Adams Wealth Partners, a non-investment-related support company based in Nashville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

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

Series 66

Nashville, TN

Raymond James Financial

Carson Odom is a Series 66-licensed financial advisor with Raymond James Financial in Nashville, TN, bringing seven years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. He serves as Treasurer and board member for the Down Syndrome Association of Middle Tennessee, where he provides strategic and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through various advisory programs and specialized institutional consulting.

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

CFA®, ChFC®, Series 63

Nashville, TN

Raymond James Financial

James Davis is a CFA®, ChFC®, and Series 63 credentialed advisor based in Nashville, TN, with 48 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2026, and previously spent over two decades with Family Capital Advisors and M Holdings Securities, INC. In addition to his advisory roles, he maintains an active legal practice providing limited attorney services to select clients. 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 emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

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

Series 63, Series 65

Nashville, TN

Raymond James Financial

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and 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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Anthony B

CFA®, Series 65, Series 63

Nashville, TN

Raymond James Financial

Anthony Breen is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has nine years of industry experience, including nine years at Alphamont Funds LLC and one year with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. He serves as a board member for the Richmeade Place Homeowners Association in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports its recommendations through advisory programs and other providers.

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