Beaufort, SC Office

John Sumner III is a CFP® with 26 years of industry experience and has been with Raymond James & Associates for 11 years. He serves as a finance and investment committee member for St Helena's Anglican Church. Raymond James & Associates is a large, dually registered 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, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Harriet Bruce is a Series 66-credentialed advisor with Raymond James & Associates in Beaufort, SC, and has 13 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as Treasurer for a local philanthropic education organization. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

William Tumlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Tumlin serves on the finance and investment committee of the First Presbyterian Church in Beaufort, SC. 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 and investment consulting with a non-discretionary approach.

Glen Mccormick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves as a moderator for the Pre-Need Advisory Council in Fort Wayne, Indiana. 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 investors, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.