Fayetteville, GA Trilith Pkwy Office

Team
Updated today
Raymond James & Associates logo

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

210 Trilith Pkwy, Ste 340

Fayetteville GA 30214

Advisors at this office

6

Advisors at this office

user avatar

Macie M

Series 66

Fayetteville, GA

Raymond James & Associates

Macie Mowell is a Series 66 licensed advisor at Raymond James & Associates with one year of industry experience. Her background includes roles at Morgan Stanley, The Walt Disney Company, and various educational and community-oriented organizations. 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 tailored financial planning and consulting through a range of portfolio management styles and affiliated research.

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

Matthew D

Series 66

Fayetteville, GA

Raymond James & Associates

Matthew Douglas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He also works part-time supporting equipment staff for the Jacksonville Jaguars. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and a network of affiliated financial services.

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

Christopher S

Series 66

Fayetteville, GA

Raymond James & Associates

Christopher Stanford is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and having 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves as a director on the board of the Worldwide Discipleship Association, a nonprofit organization. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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

Tanner L

Series 66

Fayetteville, GA

Raymond James & Associates

Tanner Low is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A., and Merrill. 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, and offers financial planning, investment consulting, and municipal advisory services.

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

Jammie P

Series 66

Fayetteville, GA

Raymond James & Associates

Jammie Perri is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Raymond James in 2021, Perri worked at Merrill for seven years. Outside of advising, Perri is an independent Scentsy consultant, a hobby activity involving selling scented products on a commission basis. 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.

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

Michael E

Series 63, Series 66

Fayetteville, GA

Raymond James & Associates

Michael Early Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and research resources.

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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