Chapel Hill, NC Office

Stephanie Kidd is a financial advisor at Raymond James & Associates with 12 years of industry experience. She has been with Raymond James & Associates since 2015 and holds a Series 66 designation. 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, non-discretionary investment consulting, and institutional fiduciary services.

Everett Anderson is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2008. 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, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kurt Schmiemann is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a notary in Durham, North Carolina. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Melissa Herzog is a financial advisor with Raymond James & Associates in Chapel Hill, NC. She holds Series 63, 65, and 66 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2019, she worked at Blue Heron Asset Management from 2016 to 2019. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through a range of portfolio management styles and affiliated research, with a focus on tailored, non-discretionary advice supported by software-driven analyses.

Florence Smith is a CFP® professional with seven years of industry experience, currently advising clients at Raymond James & Associates in Chapel Hill, NC. Prior to joining Raymond James, she worked briefly at Amphora Wealth Management and spent time focused on CFP education and exams. Smith serves as Treasurer and board member of the Hillsborough Arts Council, a nonprofit 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 diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting supported by extensive research and multiple portfolio management styles.