Huntsville, AL Church Street SW Office

Team
Updated today
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,814

Across 937 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

305 Church Street SW, Suite 620

Huntsville AL 35801

Advisors at this office

8

Advisors at this office

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James S

Series 66

Huntsville, AL

Raymond James & Associates

James Stone is a financial advisor with Raymond James & Associates, holding a Series 66 credential and three years of industry experience. Prior to joining Raymond James in 2023, he worked at Avantax Advisory Services and Avantax Investment Services Inc. in 2022 and spent 11 years at the Tennessee Valley Authority. Outside of his advisory work, Stone serves as treasurer for Skyline Missionary Baptist Church, where he prepares financial reports and manages payments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a wide array of portfolio management styles and affiliated research.

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

Bobby D

Series 63, Series 66

Huntsville, AL

Raymond James & Associates

Bobby Davis Jr. is a financial advisor with Raymond James & Associates in Huntsville, AL, holding Series 63 and Series 66 registrations and 12 years of industry experience. Prior to joining Raymond James in 2019, he worked at First Priority Express, Primerica Financial Services, and PFS Investments Inc. Since 2023, he has been a partner in HDW Partners, LLC, a private investment business with fellow advisors. 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 and consulting with a range of portfolio management styles supported by extensive research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher S

Series 66

Huntsville, AL

Raymond James & Associates

Christopher Seibert is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has prior experience with Kalm Therapeutics, Titan Medical, and as an independent advisor. Outside of financial advising, he is a partner in Athentic, Inc., a consulting entity for medical devices that is currently inactive. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations nationwide. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing diverse portfolio management styles supported by extensive research and affiliated managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Chad G

CFP®, Series 66

Huntsville, AL

Raymond James & Associates

Chad Gardner is a CFP® professional with 16 years of industry experience, currently serving with Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Huntsville, AL. Gardner has a side business as an owner and proprietor of a rental real estate property. 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 and consulting services with a variety of portfolio management styles supported by extensive research and affiliated managers.

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

Pamela B

Series 63, Series 65

Huntsville, AL

Raymond James & Associates

Pamela Baird is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates 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 a diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions 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

Robert M

Series 63, Series 65

Huntsville, AL

Raymond James & Associates

Robert Moores is a financial advisor with Raymond James & Associates in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner and managing member of Brookside Partners, L.L.C., and has been involved as a partner in an energy consulting and electrical contracting business, EnerSage LLC, which is currently mostly dormant. 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, 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
user avatar

Gary D

Series 63, Series 65

Huntsville, AL

Raymond James & Associates

Gary Davis is a financial advisor with Raymond James & Associates in Huntsville, Alabama. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 13 years with Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional investors, and municipal entities. The firm offers comprehensive financial planning and consulting 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

William B

CFP®, Series 63, Series 66

Huntsville, AL

Raymond James & Associates

William Bell Jr. is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2014. He holds Series 63 and Series 66 registrations and is based in Huntsville, Alabama. 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 wide client base including individuals, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

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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