Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
James D
Series 63, Series 65
Wilmington, NC
Raymond James Financial
James Dean is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services since 2006 and Raymond James Financial since 2009. Outside of his advisory role, he serves as Chair of the Sponsor Relations Committee for the North Carolina Azalea Festival, a nonprofit organization. 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 employs non-discretionary planning and risk profiling tools tailored to client goals and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.
Dennis S
Series 63, Series 65
Wilmington, NC
Raymond James Financial
Dennis Stokley is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services Advisors since 2014. Outside of his advisory role, Stokley operates an insurance agency specializing in group, individual health, property, casualty, and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized services in municipal finance and SIMPLE IRA employer advisory solutions.
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