Mandeville, LA Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 offices

Clients per advisor

89 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

1540 W Causeway Approach

Mandeville LA 70471

Advisors at this office

18

Advisors at this office

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Jerome R

Series 63, Series 65

Mandeville, LA

Raymond James & Associates

Jerome Renaudin is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Vice President and Finance/Investment Committee Member for Triple J Tree Farm. Raymond James & Associates is a large, dually registered broker-dealer and registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions with a broad range of 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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Lois S

Series 63, Series 66

Mandeville, LA

Raymond James & Associates

Lois St Pierre is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2015. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

CFP®, Series 63, Series 65

Mandeville, LA

Raymond James & Associates

Paul Morgan is a CFP® professional with 31 years of industry experience, currently advising clients at Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Mandeville, LA. Outside of his advisory role, he is a paid notary and holds a non-practicing real estate license with Keller Williams Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research resources and a variety of portfolio management styles.

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

Series 63, Series 65

Mandeville, LA

Raymond James & Associates

Margaret Arndt is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 27 years before joining Raymond James in 2025. 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 charitable organizations, 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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Wiley G

Series 63, Series 65

Mandeville, LA

Raymond James & Associates

Wiley Gardner is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2015, following a nine-year tenure at Merrill. Outside of his advisory role, Gardner manages an LLC that invests in alternative assets within his Roth IRA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory 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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William A

Series 66

Mandeville, LA

Raymond James & Associates

William Andrews III is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates and its affiliate since 2016. Raymond James & Associates, Inc. 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, institutional clients, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through 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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Forrest D

Series 66

Mandeville, LA

Raymond James & Associates

Forrest Duncan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Hancock Whitney Investment Services prior to 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, institutions, and municipal entities, offering tailored financial planning and consulting with various portfolio management styles and affiliated research resources.

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

Series 66

Mandeville, LA

Raymond James & Associates

Keith Steele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2013. 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 plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory services.

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

Series 63, Series 65

Mandeville, LA

Raymond James & Associates

Robert Spadetti is a financial advisor at Raymond James & Associates with one year of industry experience. He has previously worked at Trinity Wealth Securities, Florida Financial Advisors (DBA Tristate Financial Advisors), and several other firms. Spadetti holds Series 63 and Series 65 licenses. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 66

Mandeville, LA

Raymond James & Associates

Preston Perez is a financial advisor with Raymond James & Associates in Mandeville, LA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2018. Outside of his advisory role, Perez serves as an advisory board member for the Lakeview Shepherd Center, a charitable organization, and owns a catering business, Poisson Rouge Catering, 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 institutional fiduciary services through a variety of portfolio management strategies.

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

Series 66

Mandeville, LA

Raymond James & Associates

William Miller is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2018. Prior to that, he was employed at KLLM Logistics Services from 2016 to 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 individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized advisory programs.

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

Series 66

Mandeville, LA

Raymond James & Associates

Stephen Green is a financial advisor with Raymond James & Associates in Mandeville, Louisiana, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Outside of his advisory role, he owns Poisson Rouge Catering, LLC, and serves as a director for Friends Helping Kids, Inc., a nonprofit organizing activities and a summer camp for children with disabilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a broad client base—including individuals, institutions, and municipalities—and provides tailored, primarily non-discretionary financial planning and consulting supported by in-house 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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Paul H

Series 63, Series 66

Mandeville, LA

Raymond James & Associates

Paul Huval is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management approaches and affiliated research.

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

Series 63

Mandeville, LA

Raymond James & Associates

Kevin Kiesel is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional clients, pension plans, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining firm research and multiple portfolio management styles to support tailored, non-discretionary advice.

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

Series 63, Series 66

Mandeville, LA

Raymond James & Associates

Peter Steffens is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to joining Raymond James, he was involved with Lawn Doctor of Mandeville and Covington for three years and is the CEO of Steffens Investments, LLC, a business established to create the Lawn Doctor franchise in his area. Raymond James & Associates 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, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and multiple portfolio management strategies.

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