Macon, GA Office

Team
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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

121 Perimeter Parkway

Macon GA 31210

Advisors at this office

14

Advisors at this office

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Peter P

Series 63, Series 65

Macon, GA

Raymond James & Associates

Peter Persons is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in two non-investment-related businesses: Murphey Taylor & Ellis and Persons Family Holdings 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 and 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
user avatar

Amy H

Series 63, Series 65

Macon, GA

Raymond James & Associates

Amy Hefner is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and Wells Fargo Advisors 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 wide range of clients, including individuals, institutional investors, pension plans, and municipal entities, offering financial planning and consulting services with a variety of portfolio management strategies and firm-supported research.

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

Series 63, Series 65

Macon, GA

Raymond James & Associates

Robert Mccord IV is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory role, he serves as a deacon at Highland Hills Baptist Church in Macon, GA. 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, investment consulting, and municipal advisory services through various specialized programs and affiliated resources.

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

Series 66

Macon, GA

Raymond James & Associates

Jessica Graham is a financial advisor with Raymond James & Associates in Macon, GA. She holds a Series 66 designation and has been in the industry since 2023. Prior to her current role, she worked at Stifel and Woodmen Life, among other companies, and has six years of experience at Natalia's. 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 advisory services.

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

Series 66

Macon, GA

Raymond James & Associates

Robert Persons is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2022, he worked at Grady Ervin and Co for five years and spent a year at SunTrust Bank. He also devoted four years to full-time education before beginning his finance career. 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 specialized municipal advisory services.

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

Series 66

Macon, GA

Raymond James & Associates

Patrick Wilson is a financial advisor with Raymond James & Associates in Macon, GA, holding a Series 66 designation and two years of industry experience. His prior work includes positions at BankUnited, CIBC Bank, Atlantic Capital Bank, PNC Bank, and SunTrust. He serves on the Darlington School Alumni Council, participating in organizing various alumni events. 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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Tyler B

Series 66

Macon, GA

Raymond James & Associates

Tyler Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he worked for six years at Stratford Academy. 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, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

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

William L

Series 63, Series 65

Macon, GA

Raymond James & Associates

William Lamb Jr. is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2015. 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—as well as institutional, pension, charitable, and municipal clients, offering financial planning and non-discretionary investment consulting through various advisory programs.

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

Series 66

Macon, GA

Raymond James & Associates

Jon Lewis II is a Series 66-licensed financial advisor with Raymond James & Associates, based in Macon, GA, and has 15 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of advising, he owns and manages an investment in short-term rental properties through TNT BnB's. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a wide range of portfolio management styles supported by in-house research and affiliated managers.

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

Series 63, Series 65

Macon, GA

Raymond James & Associates

Vijaya Fincher is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James for 13 years. Outside of her advisory role, she owns and manages Fincher's Barbecue and Catering, where she handles payroll duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by comprehensive research and a range of portfolio management styles.

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

Series 63, Series 65

Macon, GA

Raymond James & Associates

Teresa Combs is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes seven years at Wells Fargo Advisors LLC and two years at Wells Fargo Clearing before joining Raymond James in 2018. 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 entities, and municipalities, offering financial planning, advisory programs, and institutional 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
user avatar

Melissa S

Series 66

Macon, GA

Raymond James & Associates

Melissa Stacy is a financial advisor at Raymond James & Associates with a Series 66 designation. She has worked at Raymond James since 2023 and has prior experience at Geico from 2014 to 2023. Stacy is based in Macon, GA, and has recently begun her advisory career. 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 clients, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

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

Edmond W

Series 66

Macon, GA

Raymond James & Associates

Edmond Wilson is a Series 66–licensed financial advisor with eight years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent five years at Southcrest Bank, N.A. Outside of his advisory role, he owns Edmonds Golf Travel, a business through which he assists golf groups in planning trips to Scotland. 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 investors, 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

Robert C

Series 63, Series 65

Macon, GA

Raymond James & Associates

Robert Chanin is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His prior work includes long tenures at Stifel and UBS Financial Services. 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 supported by proprietary research and a range of portfolio management strategies.

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