Easton, MD Marvel Court Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
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
Based on Raymond James & Associates
Location
404 Marvel Court
Easton MD 21601
Advisors at this office
4
Advisors at this office
Blake S
Series 66
Easton, MD
Raymond James & Associates
Blake Saulsbury is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill. Outside of finance, he has held roles in the restaurant industry, including at Tiger Lily Restaurant and Docs Sunset Grille. 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 solutions.
Virginia O
Series 66
Easton, MD
Raymond James & Associates
Virginia Oursler is an advisor at Raymond James & Associates with a Series 66 designation and experience beginning in 2026. Prior to joining Raymond James, she worked at Brown Advisory for three years and spent four years each at Duke University and The Bryn Mawr School. 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, and offers financial planning, investment consulting, and municipal advisory services through its various divisions and programs.
Wade O
CFP®, Series 66
Easton, MD
Raymond James & Associates
Wade Oursler is a CFP® with three years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Merrill and Bank of America. Oursler’s background also includes experience in education at the University of Delaware, University of Maryland, and Gilman High School. 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, institutions, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by firm research and a range of portfolio management styles.
Garrett T
CFP®, Series 66
Easton, MD
Raymond James & Associates
Garrett Thrift is a CFP®-certified financial advisor with 15 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Bank of America and Merrill Lynch from 2010 to 2026. Outside of his advisory work, he is involved with Baldy Bliss, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.
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