Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Stephen W
Series 66
Peachtree, GA
Raymond James Financial
Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Hayes H
Series 66
Peachtree City, GA
Raymond James Financial
Hayes Heinecke is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked with the Saint Louis Cardinals and has experience in the moving services industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports client implementation through various advisory programs.
Shakti Y
Series 66
Peachtree, GA
Raymond James Financial
Shakti Yadav is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Reveille Wealth Management. His prior experience includes roles outside the financial sector and a period as a full-time student at Northeastern University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.
Luka K
Series 66
Peachtree City, GA
Raymond James Financial
Luka Karaulic is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation with three years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2022 and also works as a Relationship Manager and Financial Advisor at Reveille Wealth Management, LLC. Karaulic’s background includes experience at Georgia Tech prior to entering the financial services industry. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Wade G
Series 63, Series 65
Peachtree, GA
Raymond James Financial
Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management 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 clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.
Joseph P
Series 66
Peachtree, GA
Raymond James Financial
Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Robert A
Series 63, Series 66
Peachtree City, GA
Raymond James Financial
Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Jason D
Series 66
Peachtree City, GA
Raymond James Financial
Jason Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Fayetteville Police Department. Davis is also associated with Reveille Wealth Management, an affiliated independent practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Chad S
Series 63, Series 65
Peachtree, GA
Raymond James Financial
Chad Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Raymond James since 2019 and previously spent a decade with Morgan Stanley in various capacities. Outside of advising, he serves as an officer and secretary on his local homeowners association board. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Michael B
CFA®, Series 66
Peachtree City, GA
Raymond James Financial
Michael Bennicelli II is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Raymond James Financial and serves as Chief Operating Officer of Reveille Wealth Management, LLC. His prior experience includes nearly nine years at Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored non-discretionary planning and supports a large advisor network with specialized municipal and SIMPLE IRA advisory programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters