Huntington, WV Capital Centre Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

9

Of 5,796 advisors across 937 offices

Location

Capital Centre, 750 4th Ave., First Floor

Huntington WV 25701

Advisors at this office

9

Advisors at this office

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Peter D

Series 63, Series 65

Huntington, WV

Raymond James & Associates

Peter Dewald is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. 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, including high-net-worth clients, institutional and pension plans, charitable organizations, and governmental 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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Andrew B

Series 66

Huntington, WV

Raymond James & Associates

Andrew Burns is a financial advisor with Raymond James & Associates in Huntington, WV, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. He serves as a board member for Ronald McDonald House Charities in Huntington, WV. 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, 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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Kelsey P

Series 63, Series 66

Huntington, WV

Raymond James & Associates

Kelsey Patterson is a financial advisor at Raymond James & Associates with 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 12 years before joining his current firm. He holds the Series 63 and Series 66 licenses and serves as a trustee and co-trustee in an investment-related trust in Greenup, Kentucky. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by in-house research and affiliate partnerships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Paul J

Series 63, Series 66

Huntington, WV

Raymond James & Associates

Paul Jacobson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Raymond James since 2019 and previously spent four years with Capital Fiduciary Advisors. Jacobson serves on the finance and investment committee of the St. Mary’s Medical Center Foundation. 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, and municipal entities with a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey F

Series 66

Huntington, WV

Raymond James & Associates

Jeffrey Faucette is a financial advisor with Raymond James & Associates in Huntington, WV, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2012. He serves as a committee member on the investment committee of the Cabell Huntington Hospital Foundation. Raymond James & Associates 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, non-discretionary investment consulting, and specialized advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jefferey B

Series 63, Series 65

Huntington, WV

Raymond James & Associates

Jefferey Biederman Jr. is a financial advisor with Raymond James & Associates in Huntington, WV, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2025. He is an officer and vice president of Emandel Realty, where he manages an investment account. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James P

Series 63, Series 65

Huntington, WV

Raymond James & Associates

James Perry Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has held positions at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Raymond James in 2017. He holds Series 63 and Series 65 licenses. 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, providing 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

Marsha A

Series 63, Series 66

Huntington, WV

Raymond James & Associates

Marsha Adkins is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds Series 63 and Series 66 credentials and 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, institutional clients, charitable organizations, 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

Charles M

Series 63, Series 65

Huntington, WV

Raymond James & Associates

Charles Music is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. 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, investment consulting, and municipal advisory services through a broad network of advisers and affiliated specialists.

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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