Frisco, TX Cowboys Way Office

Joanna Knieberg is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2024. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. 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 municipal advisory services supported by a nationwide adviser network.

Matthew Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for over a decade combined. 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 broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Justin Williams is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Frisco, TX. His work history includes roles at Fidelity Investments, Wells Fargo Clearing Services, Merrill, Bank of America, and Scottrade. He is also associated with The American College and has a current position at DoorDash. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Jaime Cutler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 credential and has worked at firms including Merrill, Rockefeller Financial LLC, and Stifel Nicolaus & Co Inc. Outside of financial advisory, he is a part owner of View Medical LLC, a business involved in periodic sales of medical devices with primarily administrative responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and consulting services, with a range of portfolio management styles supported by affiliated research and model managers.

Grayson Rogers is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. His background also includes roles outside finance at Silver Dollar City and North Texas Soccer. Raymond James & Associates serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a variety of portfolio management styles.

Arica Savannah is a CFP®-certified financial advisor with 24 years of industry experience. She has worked at Raymond James & Associates since 2024 and previously spent 12 years with JP Morgan Chase Bank N.A. and J.P. Morgan Securities. 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, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Matthew Gonzalez is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. 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, pension plans, and municipal entities, offering financial planning and advisory services with a focus on non-discretionary consulting and a variety of portfolio management styles.

Homer Ramirez is a CFP® professional with 14 years of industry experience, currently serving at Raymond James & Associates since 2024. Prior to this, he worked for nine years at JPMorgan Securities LLC. 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, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Gregory Leisey is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked at RBC Capital Markets Corporation for 18 years before joining Raymond James in 2026. 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, institutional clients, and municipal entities—and offers financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

Robert Pearson is a financial advisor with Raymond James & Associates based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the owner of an agricultural business in Frisco, TX. Raymond James & Associates is a 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 advisory services supported by a nationwide network of advisers.

Andrea Burkhalter is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, American General Life Insurance, AIG Capital Services, and Ameriprise Financial Services. She has been with Raymond James & Associates since 2019. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Jon Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He has been with Raymond James & Associates since 2021. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

John Mc Dowell is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he spent ten years at Texas A&M University. 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 diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Louis Marx is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at Merrill and Bank of America, and he is also the owner of DFW Pinball League, LLC, a competitive pinball league operator. Raymond James & Associates, Inc. is a large 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 consulting services supported by a nationwide network of advisors.