Ridgeland, MS Concourse Office

Joseph Rice Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 certifications and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Rice serves as Vice President on the Executive Advisory Board for the Mississippi State University College of Business, assisting with the college's operations and promotion. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a focus on tailored strategies and non-discretionary advisory services.

Dierk Cockrell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked at Stephens Inc. from 2009 to 2023 before joining Raymond James. Cockrell serves on the advisory board of Hartfield Academy. 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 municipal entities, offering financial planning and consulting services supported by a diverse range of portfolio management styles and affiliated research.

Arthur Finkelberg is a CFP® and CFA® credentialed financial advisor with 43 years of industry experience, currently with Raymond James & Associates since 2011. He serves as a member of the finance and investment committee for Beth Israel Congregation, overseeing multiple funds and contributing to budgeting and reporting. Outside of finance, he co-owns Finkelberg Racing LLC, which holds interests in standardbred race horses. 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, and municipalities with financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles and firm research to support tailored client strategies.

Kaleb Lovertich is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at firms including Stephens Inc. and Tri-Scape. 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 that includes individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Julie Grice is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She previously worked at Stephens for 14 years before joining Raymond James & Associates in 2023. Raymond James & Associates, Inc. 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 and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Paul Rice is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Charles Bourne is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James & Associates in various capacities since 2016. Bourne serves on the finance and investment committee of the Louis Wilson Student Managed Fund at Millsaps College, providing feedback to students on stock presentations. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Parker is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has been with the firm since 2023 and previously worked at Designer Shoe Warehouse from 2022 to 2023. 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 plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary services.

Gary Schaffhauser is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 financial planning, investment consulting, and institutional fiduciary services.

Hance Mc Kenzie Jr. is a financial advisor with Raymond James & Associates in Ridgeland, MS, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he serves as a director on the Heatherstone Homeowners Association board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting primarily through non-discretionary relationships, supported by diverse portfolio management styles and affiliated research.

Albert Green is a CFP®-designated financial advisor with Raymond James & Associates in Ridgeland, MS, bringing 64 years of industry experience. He has been with Raymond James & Associates since 2011. 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, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Nancy Branton is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Branton serves as a community member on the Institutional Animal Care and Use Committee at the University of Mississippi Medical Center. 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, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management strategies.

Marcus Siler is a financial advisor at Raymond James & Associates with one year of industry experience. Before joining Raymond James, he held roles with several organizations in the sports industry, including the U.S. Soccer Federation, Orlando City Soccer B Company, Greenville Triumph Pro Soccer LLC, and Sporting Kansas City. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research.

Donna Rich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. She has worked with Raymond James & Associates since 2011. 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, institutional entities, charitable organizations, and municipal clients, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and extensive affiliated research.

Rebecca Schneeberger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Raymond James & Associates since 2012. 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 clientele including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.