New Orleans, LA Poydras Street; Office

Christopher Montgomery is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Montgomery serves as president of his condo association in Clearwater, Florida, where he assists in financial planning for rebuilding efforts after hurricane damage. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Nalty is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a member of an LLC involved in real estate transactions and renovations. 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 investment strategies supported by extensive research and affiliated managers.

Alyssa Klein is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Raymond James since 2019 and previously spent six years at Merrill. 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 and non-discretionary investment consulting through various advisory programs and institutional consulting services.

Kerry Kungel is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Raymond James in 2025. He holds the Series 66 designation and is based in New Orleans, LA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Octave Francis III is a financial advisor with Raymond James & Associates in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent ten years at Ffc Capital Advisors, LLC. Francis is also the owner of Francis Financial Group, LLC, a business that manages private assets and real estate for its own account and currently operates in a support role for his Raymond James practice. 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 and advisory services characterized by tailored, non-discretionary plans supported by firm research and multiple portfolio management styles, with notable capabilities in municipal advisory services and a wide affiliate network.

Julie Alexander is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 credential and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on diverse portfolio management styles and affiliated research.

Jon Emerson is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 66 designation and bringing 26 years of industry experience. He 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Willis Lovell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch and Bank of America. Outside of his advisory work, he is a partner in two family-related businesses, one of which involves managing a vacation property in North Carolina. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, and offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Gene Novak Jr. is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 12 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

David Cancienne is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he serves as a board member and officer for Coast Energy Lake Pontchartrain, an oil and gas investment. Raymond James & Associates is a large firm serving a broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services. The firm uses a range of portfolio management styles supported by research and provides specialized municipal advisory services.

Leonard Alsfeld is a financial advisor with Raymond James & Associates in New Orleans, LA, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent 17 years at both FBT Investments, Inc. and First Bank & Trust. 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 and pension/profit-sharing plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Christopher Mclaughlin is a financial advisor with Raymond James & Associates in New Orleans, LA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Raymond James in 2017, he worked at FBT Investments, Inc. and First Bank & Trust for 17 years each. Outside of his advisory role, he is involved with FBT Film Credit, LLC, where he develops clients and sells tax credits. 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 tailored financial planning and consulting services, supported by a range of portfolio management styles, affiliated research, and municipal advisory capabilities.

Michael Minvielle is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is an owner and partner in real estate investment ventures. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser force and a range of portfolio management strategies.

Rebecca Laiche is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. She has worked at Raymond James & Associates since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo 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, investment consulting, and municipal advisory services.

Margaret Kaul is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017, following a prior role at FBT Investments. She is the owner of The Kaul Firm LLC, an entity maintained in connection with her law license, though she does not actively practice law. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and firm-affiliated research.