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Ronald B

CFP®, Series 66

Peachtree City, GA

Raymond James Financial

Ronald Burdekin is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2018, and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as CEO, Treasurer, and Corporate Secretary of Starr's Mill Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.

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

CFP®, Series 66

Peachtree City, GA

Raymond James Financial

Craig Carroll is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and James M Pleasants Company. Carroll owns and operates 1519 Wealth Management LLC and works as an independent contractor for CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services, along with 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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Richelle J

Series 66

Peachtree City, GA

Raymond James Financial

Richelle Jordan is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and previously spent 15 years with Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work through a municipal advisor affiliation, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Founder/Business Owner Executive
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Kevin K

Series 66, Series 65

Peachtree City, GA

Raymond James Financial

Kevin Keelen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 66 licenses and 13 years of industry experience. He has previously worked at Btig LLC for 12 years and held positions at Merrill, Verity Investment Partner, and FBN Securities. Keelen is based in Peachtree City, GA. 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 provides tailored, non-discretionary investment consulting using risk profiling and modeling tools and supports a wide advisor network with specialized programs including municipal advisory 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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Daniel C

Series 66

Peachtree City, GA

Raymond James Financial

Daniel Clay is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Raymond James in 2024. Outside of his advisory role, he is the owner of CDK Wealth Management LLC and serves as a financial advisor at CoWealth Advisors. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors with specialized municipal and public-finance capabilities.

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