Alpharetta, GA Lakeview Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$404,793,404,954
ClientsTotal clients
513,125
AdvisorsAdvisors at this office
19
Of 5,810 advisors across 937 offices
Location
2400 Lakeview Parkway, Suite 200
Alpharetta GA 30009
Advisors at this office
19
Advisors at this office
Joseph M
Series 66
Alpharetta, GA
Raymond James & Associates
Joseph Mraz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2019, he worked at Capstone Financial and has held coaching and teaching roles, including serving as an assistant golf coach at Blessed Trinity High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services supported by comprehensive research and multiple portfolio management approaches.
Timothy H
Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
Timothy Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at UBS Financial Services Inc for ten years before joining Raymond James in 2018. Outside of his advisory role, he is involved with Dragonfly Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research resources.
Craig N
Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
Craig Norton is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a member of the Orange Bowl Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and specialized services such as municipal advisory and employer consulting programs.
Paul K
Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
Paul Kerbey is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates 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, institutional clients, and municipal entities, offering financial planning and investment consulting services through various specialized programs and a range of portfolio management styles.
Mark S
Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
Mark Sullivan is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Mark S
Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
Mark Silva is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and 65 credentials and possessing 34 years of industry experience. His prior work includes roles at Prospera Financial Services and Triune Capital Advisors, LLC. Raymond James & Associates 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, non-discretionary investment consulting, and municipal advisory services supported by a nationwide advisor network.
C. S
Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
C. Stephens is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 1995. He holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide network of advisers and affiliated research resources.
Christy M
Series 63, Series 66
Alpharetta, GA
Raymond James & Associates
Christy Morrison is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She serves as a director on the Woodward Academy alumni board, a nonprofit organization, where she dedicates time to fostering leadership among alumni. Raymond James & Associates is a large broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.
Wesley B
CFP®, Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
Wesley Brumfield is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at Raymond James & Associates since 2013. Based in Alpharetta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in rental real estate through Blue Bear Ridge. Raymond James & Associates 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, institutional clients, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.
Lindsey C
Series 66
Alpharetta, GA
Raymond James & Associates
Lindsey Cook Doss is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 14 years of industry experience. She has been with Raymond James since 2016 and also serves as a board member and chapter co-president of Ellevate Network, a professional organization based in Atlanta. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.
Julia B
Series 66
Alpharetta, GA
Raymond James & Associates
Julia Butka is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has prior work experience at the Florida Institute of Technology and the Naval Surface Warfare Carderock Division. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and public entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.
John M
Series 66
Alpharetta, GA
Raymond James & Associates
John Morabito is a financial advisor at Raymond James & Associates with 23 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. In addition to his advisory work, he has contributed freelance writing on lifestyle topics such as beer, wine, and spirits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and access to affiliated research and sub-advisers.
Maria M
Series 63, Series 66
Alpharetta, GA
Raymond James & Associates
Maria Mancheno Norin is a financial advisor at Raymond James & Associates with 17 years of industry experience. She previously worked at FirsTrust LLC for seven years before joining Raymond James in 2024. Maria holds the Series 63 and Series 66 designations. Raymond James & Associates 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.
Perry H
Series 66
Alpharetta, GA
Raymond James & Associates
Perry Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation and eight years of industry experience. His background includes roles at UBS Financial Services and experience outside finance at The Porterhouse Grill and the University of Georgia. Raymond James & Associates 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—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.
Richard W
Series 63, Series 65
Alpharetta, GA
Raymond James & Associates
Richard Weil is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 2002 and holds Series 63 and Series 65 designations. Raymond James & Associates 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, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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