Evansville, IN Eagle Crest Blvd. Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,814

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

7501 Eagle Crest Blvd.

Evansville IN 47715

Advisors at this office

13

Advisors at this office

user avatar

Jessica D

Series 66

Evansville, IN

Raymond James & Associates

Jessica Deminey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and possessing 10 years of industry experience. She has been with Raymond James & Associates since 2014. 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 and consulting services with a range of portfolio management styles and affiliated research resources.

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

David H

Series 63, Series 65

Evansville, IN

Raymond James & Associates

David Howard is a financial advisor with Raymond James & Associates in Evansville, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Raymond James & Associates since 2017 and was previously with Investment Centers of America from 2015 to 2017. 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, 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
user avatar

Gregory N

Series 63, Series 65

Evansville, IN

Raymond James & Associates

Gregory Nixon is a financial advisor with Raymond James & Associates, holding Series 63 and 65 credentials and 23 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he participates in monthly meetings to vote on financial matters for St John The Evangelist church in Evansville, IN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated advisers.

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

Series 66

Evansville, IN

Raymond James & Associates

Donald Minton is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James and also involved with Evansville Employment DBA Custom Staffing since 2007. Outside of his advisory role, he serves on the board of directors for Custom Staffing Services, a temporary staffing agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

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

Randall H

Series 66

Evansville, IN

Raymond James & Associates

Randall Haaff is a financial advisor with Raymond James & Associates in Evansville, Indiana, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as a professor at the University of Southern Indiana. 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 a range of financial planning, advisory, and consulting services with a variety of portfolio management styles.

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

Devon Q

Series 65, Series 63

Evansville, IN

Raymond James & Associates

Devon Quirk is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Equitable Advisors, LLC, and has held various roles outside finance, including positions at Evolution Event Solutions and Western Kentucky 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 ranging from individuals and institutions to charitable organizations, 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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Kyle N

Series 66

Evansville, IN

Raymond James & Associates

Kyle Nixon is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, he worked for six years at Western Kentucky Elder Law, PLC. He holds the Series 66 designation. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Margaret K

CFP®, Series 63, Series 65

Evansville, IN

Raymond James & Associates

Margaret Kimmel is a CFP® professional with 30 years of industry experience, currently serving at Raymond James & Associates since 2014. She is based in Evansville, IN, and holds Series 63 and Series 65 licenses. Kimmel is a board member of the Evansville Police Department Foundation, a nonprofit that supports projects and training for the local police department. 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 charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

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

Marci M

CFP®, Series 66

Evansville, IN

Raymond James & Associates

Marci Moore is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Raymond James & Associates since 2012. She holds the Series 66 designation and is based in Evansville, IN. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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

John S

Series 63, Series 66

Evansville, IN

Raymond James & Associates

John Schneider is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James & Associates since 2007 and holds Series 63 and Series 66 designations. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Andrew B

Series 66

Evansville, IN

Raymond James & Associates

Andrew Buechler is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior roles include positions at German American Bank, Kimball, and the University of Southern Indiana. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

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

Michael B

Series 66

Evansville, IN

Raymond James & Associates

Michael Barker is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 13 years before joining Raymond James in 2022. Outside of his advisory role, Barker owns a rental property in Evansville, Indiana. 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, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research.

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

Gabriel M

Series 66

Evansville, IN

Raymond James & Associates

Gabriel Mc Farland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he worked at Independence Bank for three years and has experience in educational roles at Transylvania University and Owensboro Catholic High 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 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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