Chattanooga, TN Market Street Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,806

Across 938 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

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

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

537 Market Street, Ste. 105, 1 St & 3rd Floors

Chattanooga TN 37402

Advisors at this office

27

Advisors at this office

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William C

CFP®, Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

William Close is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He has been involved in the start-up of CapitalMark Bank and is the managing member of Close Family Car Collection, 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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May G

Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

May Gibson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Raymond James & Associates since 2003. 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 and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Scott C

Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

Scott Chadwell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory work, he is involved as a co-signer for the lease of Chattanooga Yarn Co. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, supported by extensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gregory R

Series 66

Chattanooga, TN

Raymond James & Associates

Gregory Reabold is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James since 2019 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He serves on the board of the nonprofit Orange Grove Center, where he is chair of the investment committee and will become board chair in 2025. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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R G

CFP®, Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

R Grzesiak is a CFP® professional with 41 years of industry experience, currently advising at Raymond James & Associates since 2019. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. 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 solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kellye P

Series 63, Series 66

Chattanooga, TN

Raymond James & Associates

Kellye Phillips is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robin M

Series 66

Chattanooga, TN

Raymond James & Associates

Robin Moldenhauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Robin worked at Norspring Center for Rejuvenation and the Institute for Acupuncture & Wellness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Emerson B

CFP®, Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

Emerson Brown is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James & Associates in Chattanooga, TN. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Inc. and Truist Investment Services, Inc. from 2017 to 2021, and held roles at Brown Associates, Inc. and Garth & Brown Investment Management, LLC from 2015 to 2017. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William H

Series 65, Series 63

Chattanooga, TN

Raymond James & Associates

William Hunt is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses. He has one year of industry experience, including roles at Innovative Medical Products and Arthrex. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph J

Series 63

Chattanooga, TN

Raymond James & Associates

Joseph Johnson is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding a Series 63 designation and with 38 years of industry experience. He has been with Raymond James & Associates since 1994. Outside of his advisory role, he is involved in real estate investment as a part owner with his two brothers. 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, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning and investment consulting services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jessica H

Series 63, Series 65, Series 66

Chattanooga, TN

Raymond James & Associates

Jessica Henry is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63, 65, and 66 licenses and totaling five years of industry experience. Her prior roles include positions at Regions Bank, KeyBank, Citizens Bank, and Verizon Wireless. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Amy G

CFP®, Series 66

Chattanooga, TN

Raymond James & Associates

Amy Gavlenski is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Wells Fargo Clearing for nine years and at Mina Sartipi & George Yu for four years. Outside of her advisory role, she holds power of attorney responsibilities for her mother. 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 municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supplemented by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Terra L

ChFC®, Series 63

Chattanooga, TN

Raymond James & Associates

Terra Lee is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Raymond James in 2017, she worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. Raymond James & Associates, Inc. oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Paul B

Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

Paul Brown is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns Michael Edwin Madison Aircraft LLC, a business involved in the casual acquisition and sale of general aviation aircraft. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by extensive research and diverse portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Russell H

Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

Russell Hurley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a deacon and member of the finance committee at First Presbyterian Church in Chattanooga, Tennessee. 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, charitable organizations, and municipal entities, offering a range of financial planning and advisory services with a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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