Dallas, TX Sherry Lane Office

Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. 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 non-discretionary implementation decisions.

Christie Autry is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2013. Outside of her advisory role, she is involved with the Whitton Volunteer Fire Department in Canton, Texas, where she assists with managing financial operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management strategies.

Michael Huston is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and 65 licenses and possessing 54 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. He serves as a professor for the Texas State Board of Public Accountancy. 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 through various specialized programs.

Thomas Frye is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Frye serves as a trustee managing assets for the Frye 2000 trust. 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, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Hill Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James & Associates for 13 years. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Leianne Erhart is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Franklin Templeton and Aldo, with a background spanning financial services and retail sectors. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages roughly $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Joseph Marshall is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked at Raymond James since 2019 and was previously with Wells Fargo Clearing from 2016 to 2019. 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.

Amber Seale is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Raymond James & Associates in Dallas, TX since 2015. She previously worked in the luxury sector from 2017 to 2018. Amber is a limited partner in K-7 Enterprises. 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 broad client base, including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting services through various advisory programs.

Alan Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Wells Fargo Clearing for three years before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Anna Buckhalter is a Series 66-licensed financial advisor with Raymond James & Associates in Dallas, TX, bringing 20 years of industry experience. She has worked at Raymond James since 2018 and previously spent two years with Wells Fargo Clearing. Outside of her advisory role, she owns B Kind Design Co, a business selling handmade craft items and potentially offering craft classes. 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 plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Heidi Gough is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a director and board member at the Corinthian Sailing Club. 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, non-discretionary investment consulting, and municipal advisory services.

Donald Davis Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in managing rental real estate properties alongside his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional consulting through multiple specialized divisions.

Zachary Munjas is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Equitable Advisors, LLC, and Mauceri Bynum Insurance. Outside of his advisory role, Munjas is the founder and owner of an eBay shop called Sports N Stuff. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and model manager options.

Lewis Rogers is a financial advisor at Raymond James & Associates with 57 years of industry experience. He holds a Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It 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.

Jennifer Martinez is a financial advisor at Raymond James & Associates in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2013. 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, institutional clients, and charitable organizations—and provides financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting services.