Charlotte, NC Carnegie Blvd Office

Ian McCann is a financial advisor at Raymond James & Associates in Charlotte, NC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships, and it maintains notable public finance and municipal services alongside its retail advisory offerings.

Nasera Kaouss is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Morgan Stanley and its affiliated entities in various roles from 2018 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary approach.

Thomas Brown is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward Jones for 15 years before joining Raymond James in 2025. 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Hassan Kaouss is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2023. He is based in Charlotte, NC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dennis Allen II is a CFP® professional with 10 years of experience, currently affiliated with Raymond James & Associates in Charlotte, NC since 2015. He holds the Series 66 designation and has experience as an individual investor in real estate, focusing on buying distressed properties to resell. 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, providing financial planning and consulting with a variety of investment management styles and affiliated research.

Matthew Harris is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Workpath and CLA. 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 clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Evan Busby is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and us TECH SOLUTIONS. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting using a range of portfolio management styles supported by extensive research and affiliate resources.

Angela Barnhart is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 designations and 16 years of industry experience. She has been with Raymond James & Associates since 2013. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ryan Rescigno is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he has held positions at organizations including Spring Valley Country Club and Clemson University. 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 municipal advisory services.

Kenneth Offenberg is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2017, following two years at Wells Fargo Clearing. Offenberg also serves as a trustee of multiple family trusts and pension plans. 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 consulting with a range of investment strategies and municipal advisory services.

Thomas Brown is a CFP®, ChFC®, and holds a Series 66 license with 12 years of industry experience. He has been with Raymond James & Associates since 2015. Brown serves as an advisory board member and secretary for the Charlotte SAE Alumni Association, a nonprofit organization where he assists with communication, marketing, and fundraising efforts. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Greer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering services such as financial planning and non-discretionary investment consulting through various advisory programs.

David Fletcher is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. He is a member of the Finance/Investment Committee at St. Stephens United Methodist Church, where he attends meetings and approves budgets and fundraiser requests. 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, charitable organizations, and public entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Bradford Parsons is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Raymond James since 2017 and previously at Bank of America and Merrill. 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, institutional clients, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Rodney Lineberry is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. 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, non-discretionary investment consulting, and institutional fiduciary solutions.