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William S

Series 63, Series 66

Roanoke, VA

Raymond James Financial

William Stone is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with firms including Pinnacle Asset Management, Pinnacle Financial Partners, and BB&T Securities/Investments. Outside of advising, he serves as a power of attorney for his mother. 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 offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with services that include municipal and public-finance advisory capabilities and specialized retirement plan consulting.

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

Series 66

Roanoke, VA

Raymond James Financial

Michael Hudgins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services and SunTrust Advisory Services. Outside of his advisory role, he is involved with Pinnacle Asset Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and consulting services.

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

Series 63, Series 66

Roanoke, VA

Raymond James Financial

Christopher Owen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at several firms including Wells Fargo and Mass Mutual before joining Raymond James and Pinnacle Asset Management in 2022. Outside of his advisory role, he is also employed by Pinnacle Bank, assisting clients with banking and investment needs while referring investment services to Raymond James advisors. 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 institutions. The firm provides tailored, non-discretionary consulting using analytical tools and supports client implementation through various advisory programs and partnerships.

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