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Hannah C
Series 66
Wilmington, NC
Raymond James Financial
Hannah Clymer is a Series 66-designated financial advisor with Raymond James Financial, based in Wilmington, NC. She has four years of experience in the financial industry, including roles at Corning Credit Union and Raymond James Financial Services Advisors, Inc. Outside of her advisory work, she is involved as an associate employee at Wealth Strategies/CCU Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm delivers non-discretionary planning and uses risk profiling and analytical tools to tailor recommendations to client goals.
Lisa L
Series 66
Wilmington, NC
Raymond James Financial
Lisa Little is a financial advisor with Raymond James Financial in Wilmington, NC, holding a Series 66 designation and 19 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2007 and Corning Federal Credit Union since 2010. Outside of advising, she works as a Registered Operations Associate for Wealth Strategies/Corning Credit Union Wealth Strategies. 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 investors. The firm utilizes tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.
Kaleb L
Series 66
Wilmington, NC
Raymond James Financial
Kaleb Lewis is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Corning Credit Union, and Herrings Outdoor Sports. Outside of his advisory role, he is also employed as an associate with Corning Credit Union Wealth Strategies. 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 entities. The firm uses analytical tools and risk profiling to tailor non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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