Cary, NC Office

Jacob Haas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Raymond James. He is based in Cary, NC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support its advisory services.

Sarah Hancock is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 65 and Series 63 designations and has worked previously at BDO Wealth Advisors, LLC, BDO USA, LLP, Stone Carlie Wealth Advisors, LLC, and Greenway Family Office, 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 wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Lisa Workman is a financial advisor with Raymond James & Associates in Cary, NC, holding Series 63 and Series 65 credentials and totaling 35 years of industry experience. She has worked at Raymond James since 2019 and previously spent three years with Wells Fargo Clearing. Outside of her advisory role, she serves as a Finance and Investment Committee Member for Richland Creek Community Church. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management strategies.

Mark Kean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory practice, he serves as a trustee for Landmark Free Will Baptist Church in Cary, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by diverse portfolio management styles and in-house research.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. 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, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

Fred Asfoury is a CFP®-designated financial advisor with Raymond James & Associates, bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Merrill. Outside of his advisory work, he is a partner in a real estate development business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Keely Keelan is a financial advisor with Raymond James & Associates in Cary, NC, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2021 and also operates Jackson Speech & Language Services, PLLC. Raymond James & Associates serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliate resources.