Lexington, KY East Main Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

18

Of 5,796 advisors across 936 offices

Location

489 East Main

Lexington KY 40507

Advisors at this office

18

Advisors at this office

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Kristine C

Series 66

Lexington, KY

Raymond James & Associates

Kristine Conn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2016. 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, pension and profit-sharing plans, and charitable organizations, 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
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Wyatt A

Series 66

Lexington, KY

Raymond James & Associates

Wyatt Amdor is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private 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, and municipal entities, offering financial planning and consulting with generally non-discretionary client implementation.

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

Series 66

Lexington, KY

Raymond James & Associates

William Maguire is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, Merrill, and Northwestern Mutual. 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 tailored 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
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Jessica B

Series 66

Lexington, KY

Raymond James & Associates

Jessica Belville is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PNC Bank and the University of Kentucky Bookstore. 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—and offers 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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Elizabeth R

Series 66

Lexington, KY

Raymond James & Associates

Elizabeth Robertson is a financial advisor with Raymond James & Associates in Lexington, KY. She holds a Series 66 designation and has 19 years of industry experience, including 13 years with Raymond James. 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 investment consulting with an emphasis on non-discretionary strategies supported by firm research and affiliated portfolio managers.

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

Series 66

Lexington, KY

Raymond James & Associates

Robert Mitchell is a financial advisor with Raymond James & Associates in Lexington, KY, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill for eight years combined. His early career also includes roles outside finance at World of Beer and Starbucks. 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 investment consulting with a range of portfolio management styles and affiliated research resources.

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

Series 63, Series 65

Lexington, KY

Raymond James & Associates

Robert Pollard Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee and successor trustee of the Linda B. Pollard Exempt Trust, managing securities and properties within the trust. 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 tailored financial planning and advisory services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Karie H

Series 63, Series 65

Lexington, KY

Raymond James & Associates

Karie Howard is a financial advisor at Raymond James & Associates with 18 years of industry experience. She previously worked at Merrill Lynch for 17 years before joining Raymond James in 2026. Outside of her advisory work, she is a co-owner of a boat dock rental business in Lancaster, Kentucky. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, including municipal advisory services and a variety of affiliated research and asset management resources.

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

Charters O

Series 66

Lexington, KY

Raymond James & Associates

Charters “Jay” Osborne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a senior member of Osborne Lawless & Associates, serving as one of the team’s planning counselors with a focus on annuities and individual stock research. Jay has been with Merrill since 2004. Jay holds a Bachelor's degree in Sport Sciences from The Ohio University. He has earned several professional designations, including Chartered Financial Consultant® (ChFC), Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA™), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Lexington with his wife, Leslie, and their two dogs. Jay is an active swimmer with the Wildcat Masters swim team and enjoys playing golf.

Wealth management Annuities Concentrated stock management Founder/Business Owner Executive
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Lee M

Series 65, Series 63

Lexington, KY

Raymond James & Associates

Lee Myers is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill for 18 years before joining Raymond James in 2026. 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 investors, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicole H

Series 63, Series 65

Lexington, KY

Raymond James & Associates

Nicole Harris is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 licenses. She has 30 years of industry experience 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lindsay C

Series 66

Lexington, KY

Raymond James & Associates

Lindsay Cornette is a Series 66-licensed financial advisor at Raymond James & Associates with six years of industry experience. Prior to joining Raymond James in 2020, she worked at Central Bank & Trust Co for two years and held positions in retail at Pottery Barn and Ulta. Outside of advising, she operates an Amazon storefront linked to TikTok videos where she shares product recommendations. 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, institutions, and municipal entities with a range of advisory and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

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

Series 63, Series 65

Lexington, KY

Raymond James & Associates

Robin Seale is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James since 2013 and serves as a trustee for the Linda B Pollard Appointment Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Elizabeth A

Series 65, Series 63

Lexington, KY

Raymond James & Associates

Elizabeth Akin is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 65 and Series 63 designations and bringing 29 years of industry experience. Her prior roles include nearly 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a trustee for her father's and grandmother's trusts. 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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Richard N

Series 63, Series 65

Lexington, KY

Raymond James & Associates

Richard Noonan is a financial advisor with Raymond James & Associates in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside his advisory role, he serves as an officer and treasurer for S.T.E Inc., a business based in Lexington. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting services through various specialized programs and emphasizes tailored, non-discretionary advice supported by extensive research and multiple portfolio management options.

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