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Melissa P
CFP®, Series 63
Troy, MI
Raymond James Financial
Melissa Parkins is a CFP®-designated financial advisor with Raymond James Financial, based in Troy, MI. She has 13 years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. since 2019 and Southworth & Wilson, Inc. since 2018. Outside of her advisory work, she supports operations at Southworth & Wilson, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and advisory services aligned with client goals.
Wendy W
Series 65, Series 66
Troy, MI
Raymond James Financial
Wendy Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 66 designations and has 24 years of industry experience. Wilson has been associated with Raymond James in various capacities since 2001 and co-owns Southworth & Wilson Inc. in Troy, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports a broad network of advisors and affiliated firms.
Jacob B
Series 66
Troy, MI
Raymond James Financial
Jacob Bourassa is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has two years of industry experience and has previously worked at firms including Commonwealth Financial Network and Mann Financial Group. Bourassa is also associated with Southworth & Wilson, Inc. in a support role. 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 offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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