Edina, MN 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
3600 Minnesota Drive, Suite 790
Edina MN 55435
Advisors at this office
10
Advisors at this office
William G
Series 63, Series 66
Edina, MN
Raymond James & Associates
William Guthrie is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. 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 wide range of clients—including individuals, institutional investors, and municipal entities—and offers financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.
Thomas B
Series 66
Edina, MN
Raymond James & Associates
Thomas Barber is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Wells Fargo Investments. 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 through a range of portfolio management styles and affiliated research.
Walter B
Series 63, Series 65
Edina, MN
Raymond James & Associates
Walter Bokovitz Jr. is a financial advisor with Raymond James & Associates in Edina, MN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Raymond James & Associates. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and firm research.
Evan R
Series 66
Edina, MN
Raymond James & Associates
Evan Runkel is a financial advisor with Raymond James & Associates in Edina, MN, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Wells Fargo Advisors, and Thrivent Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients through a range of advisory and consulting services with a focus on tailored financial planning and non-discretionary investment consulting.
Kayelani M
Series 66
Edina, MN
Raymond James & Associates
Kayelani Mcvey Galvan is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Andersen Windows Corporation. 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 financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research to support its advisory services.
Gregg M
Series 63, Series 65
Edina, MN
Raymond James & Associates
Gregg Mekler is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2006. 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 solutions.
Edward F
Series 63, Series 65
Edina, MN
Raymond James & Associates
Edward Folisi is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at UBS Financial Services for 15 years. Outside of finance, he coaches youth baseball and is involved in volleyball officiating. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and investment consulting, drawing on diverse portfolio management styles and affiliated research.
Patricia W
Series 63, Series 66
Edina, MN
Raymond James & Associates
Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Raymond James & Associates and its related entities continuously since 2015. 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, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
John M
Series 66
Edina, MN
Raymond James & Associates
John Mclean is a Series 66-licensed financial advisor with Raymond James & Associates, based in Edina, MN, and has 13 years of industry experience. He has been with Raymond James & Associates since 2015. 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 clientele, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Randy L
Series 63
Edina, MN
Raymond James & Associates
Randy Lacombe is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2011. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.
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