Daniel Kita is a financial advisor with Raymond James Financial in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Raymond James, his work history includes positions at Woodforest National Bank and TowneBank, among others. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling tools.

Chad Kozoyed is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James Financial Services Advisory, Inc., Townebank, and Raymond James Financial Services, Inc. since 2018. Prior to this, he worked at Longwood University from 2014 to 2018. 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 planning and consulting using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Melissa Fletcher is a financial advisor at Raymond James Financial with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Townebank. Fletcher is associated with brand names like Quill Private Wealth and Towne Wealth Management, though she does not have operational responsibilities in these entities. 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 uses tailored, non-discretionary planning approaches with analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Joel Pope is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His career includes roles at TowneBank, Towne Wealth Management, and Raymond James, as well as prior positions at the City of Suffolk, Tidewater Community College, Old Dominion University, GrubHub, and Portsmouth Christian Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Kimberly Tinsley is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 20 years of industry experience. Her career includes roles at TowneBank and Towne Wealth Management, among others. 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, and institutional clients. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Daniel Carlile is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with TowneBank and Raymond James since 2012. Carlile has no notable outside business activities beyond serving as a non-owner in support roles related to team brand names. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance advisory work uncommon among large institutional advisors.

Patrick Faulkner is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2012 and TowneBank since 2014. Outside of his advisory work, he owns and operates The James River Gardens, Inc., a landscaping and event space business in Charles City, VA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network, with specialized offerings in municipal and public finance.

Barbara Spady is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 21 years of industry experience. She has been associated with Raymond James since 2012 and has worked at TowneBank since 2015. Her ancillary involvement includes non-owner roles with Quill Private Wealth and Towne Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs customized planning and analytical tools to guide client decisions and supports a wide network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Patricia Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Townebank since 2020. Her prior experience includes roles at John Hancock from 2016 to 2020. 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, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Sean Driscoll is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2006. He is also associated with Towne Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored planning and consulting using risk profiling and modeling tools, supports municipal advisory work, and provides specialized retirement plan services.