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Melissa H

Series 63, Series 66

Columbus, GA

Raymond James & Associates

Melissa Hamilton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at Merrill, Janney Montgomery Scott, and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Richard S

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Richard Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a co-executor on a family estate and holds a volunteer officer position as secretary for a homeowners association board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting through multiple advisory programs, supported by a nationwide adviser network and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Charity K

Series 66

Columbus, GA

LPL Financial

Charity Keller is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Synovus Securities, Inc. and Synovus before joining LPL Financial. Outside of finance, she has experience as an Alloy Wheel Repair Specialist. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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Gavin B

Series 66

Columbus, GA

Merrill

Gavin Burrage is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make sense of their financial lives, providing guidance to build personalized strategies that adapt to clients' changing needs. His areas of expertise include personal retirement planning, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Gavin earned a Bachelor's Degree from Jacksonville State University. Outside of his professional responsibilities, Gavin enjoys spending time with his family, as well as outdoor activities such as camping, fishing, golfing, hunting, running, and traveling.

General retirement planning Retirement income strategy Income planning General tax planning Financial Professional
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