Boardman, OH Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
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
Based on Raymond James & Associates
Location
965 Windham Court, Ste 4
Boardman OH 44512
Advisors at this office
2
Advisors at this office
William M
Series 66
Boardman, OH
Raymond James & Associates
William Miner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 1999 and joined Merrill Lynch in 2007. William serves a diverse clientele focusing on areas such as education planning, family wealth management, institutional investment consulting, retirement income, and small business strategies. He holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned both a Bachelor's Degree, magna cum laude, and a Master of Business Administration from Youngstown State University. Throughout his career, he has received recognition including being named to Forbes' "Best-in-State Wealth Advisors" list multiple times between 2018 and 2026, as well as Forbes/SHOOK's "America's Top Next-Generation Wealth Advisors" list in 2017 and 2018. He is also a member of the Miner Wealth Management Team, which was named to Forbes' "Best-in-State Wealth Management Teams" list in 2025 and 2026. Born and raised in Mahoning County, William resides in Lowellville with his wife Melissa and their three children. Outside of work, he coaches his children in sporting activities and enjoys baseball, basketball, billiards, camping, chess, cooking, football, golfing, spending time with family, and traveling. William actively participates in community organizations including United Way, Northeast Ohio Adoption Services (where he serves as a board member), Rotary, and the American Heart Association.
Ronda N
Series 66
Boardman, OH
Raymond James & Associates
Ronda Noel is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years and Ameriprise for 2 years. She is based in Boardman, Ohio. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
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