Augusta, GA Office

James Leibach is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Leibach serves as Fellowship Chairman on the advisory board of the Augusta Exchange Club, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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 specialized municipal advisory services.

James Mc Gee IV is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and possessing 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he manages a rental property in Augusta, GA, which he leases annually during Masters week. 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, institutions, pension plans, and charitable organizations—and offers financial planning and consulting services supported by various portfolio management styles and affiliated research.

James Norvell Jr. is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2013. Norvell serves on the finance committee of the Augusta Country Club and holds advisory board positions with the Augusta State Birdie Club, Inc. and Valid Vote. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a broad range of portfolio management styles.

Martin Ferrara Sr. is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 12 years before joining Raymond James in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

James Helton Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as chairman of the investment committee for the Church of the Good Shepherd and is a board member of Via Cognitive Health, where he assists with fundraising for Alzheimer's disease initiatives. 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 financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

John Phelan is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an elder on the advisory board of the First Presbyterian Church of Augusta. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Justin Preissler is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Bertelli is a financial advisor with Raymond James & Associates in Augusta, GA, holding a Series 66 designation and three years of industry experience. He has worked with Raymond James & Associates since 2022 and has held roles including equestrian coach and special event hospitality. Outside of finance, he provides riding lessons and is involved in equestrian activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse clientele, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research.