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Joshua R

Series 66

New Orleans, LA

Raymond James Financial

Joshua Robbins is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation. He has professional experience across several financial institutions including Charles Schwab and Regions Bank, beginning his advisory role in 2026. Robbins has also been affiliated with academic institutions such as Hendrix College and the University of Arkansas at Little Rock. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through advisory programs and maintaining specialized services in municipal finance and employer retirement plans.

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

Series 66

New Orleans, LA

Raymond James Financial

Caroline Sobolewski is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked previously at Bank of America and Merrill. She serves on the advisory board for Spring Hill College, helping oversee a grant focused on student retention. 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 tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

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

Series 66

New Orleans, LA

Raymond James Financial

Lee Henderson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 22 years of industry experience, including nine years at Merrill Lynch prior to joining Raymond James in 2019. Henderson serves as treasurer and board member of the New Orleans Yacht Club. 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 tailored non-discretionary planning and consulting 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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Megan G

Series 66

New Orleans, LA

Raymond James Financial

Megan Giardina is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation and with nine years of industry experience. She worked at Merrill Lynch from 2010 to 2019 before joining Raymond James Financial Services Advisors, Inc., where she has been since 2019. Outside of her advisory role, she is also employed as an associate at Henderson Hutter Group. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

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

Series 66

New Orleans, LA

Raymond James Financial

Christine Shea is a financial advisor at Raymond James Financial with 11 years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill before joining Raymond James. Shea is also the owner of the Law Office of Christine K Shea, LLC, where she provides basic estate planning services, and serves as a committee member helping organize events at St. Peter Catholic 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, and institutional investors. The firm offers tailored, non-discretionary planning and emphasizes analytical tools for goal-based investment consulting.

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