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David B

Series 63, Series 65

Newton, NC

Raymond James Financial

David Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Raymond James Financial Services since 1999 and Peoples Bank/Peoples Investment Services since 2015. Brown also serves on the Planning Board for the City of Conover, North Carolina, and acts as trustee and executor for his late father’s estate, including managing the sale of Wilkes Broadcasting Company, a family-owned radio station. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

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

Series 66

Newton, NC

Raymond James Financial

Tiffany Hart is a financial advisor at Raymond James Financial with five years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial and its affiliated firms since 2022, in addition to prior roles at Peoples Bank and OneMan Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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