Annapolis, MD Somerville Road Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.

Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.

Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.

Based on Raymond James & Associates

Expertise

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

2077 Somerville Road, Suite 320

Annapolis MD 21401

Advisors at this office

7

Advisors at this office

user avatar

Kenton M

Series 66

Annapolis, MD

Raymond James & Associates

Kenton Mennie is a financial advisor at Raymond James & Associates with a Series 66 designation. He has held positions at several firms, including BNP Paribas, Standish Management, Janus Henderson Investors, and The Doyle Group. Mennie is based in Annapolis, MD, and has been in the industry since 2016. Raymond James & Associates 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 clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

William S

Series 63, Series 65

Annapolis, MD

Raymond James & Associates

William Stewart is a financial advisor with Raymond James & Associates in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Raymond James in 2022. Stewart is involved with the ESF Dream Camp Foundation in Bryn Manor, PA. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities with a range of advisory services, including financial planning and institutional consulting, supported by extensive research and various portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Garrett F

Series 66

Annapolis, MD

Raymond James & Associates

Garrett Foran is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. He has previously worked at Edward Jones and Osaic Wealth Inc., and has held positions outside finance including roles at Mosquito Hunters and Virginia Tech. Raymond James & Associates 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, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Cynthia B

Series 63, Series 66

Annapolis, MD

Raymond James & Associates

Cynthia Brown is a financial advisor with Raymond James & Associates in Annapolis, MD, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Raymond James & Associates since 2016. 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, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad nationwide adviser network.

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

Series 66

Annapolis, MD

Raymond James & Associates

Tyler Sullivan is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Kestra Investment Services and Kestra Advisory Services. He has additional experience with Hornor, Townsend & Kent and Equitable Advisors. Outside of finance, he has been involved with lacrosse-related organizations, including True Baltimore Lacrosse and East Coast Dyes Lacrosse Company. 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 that includes individuals, institutions, and municipalities, offering financial planning and advisory services through various specialized programs and investment strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Victoria D

Series 66

Annapolis, MD

Raymond James & Associates

Victoria Decker is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Alex Brown and several non-financial enterprises. Outside of her advisory work, she has been involved with ventures such as Surfing Pig and Solidcore. 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 that includes individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Madison D

Series 66

Annapolis, MD

Raymond James & Associates

Madison Decker is a financial advisor at Raymond James & Associates with the Series 66 credential and four years of industry experience. Prior to joining Raymond James, Decker held roles with the Miami Dolphins and the Miami Open and Hard Rock Stadium. 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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