Ridgeland, MS Concourse Office

Joseph Rice Jr. is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, following 27 years at Merrill. He serves as Vice President on the Executive Advisory Board for the College of Business at Mississippi State University. 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.

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® with 44 years of industry experience. He has been with Raymond James & Associates since 2011, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Finance and Investment Committee of Beth Israel Congregation and co-owns a small standardbred racehorse business with his wife. 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 range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James since 2019 following three years at Wells Fargo Clearing. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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.

Nancy Branton is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and UBS Financial Services. She serves on the Institutional Animal Care and Use Committee at the University of Mississippi Medical Center, providing community oversight of animal welfare in research. 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 diverse client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management options and firm research.

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 in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Ken Barnett is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He previously worked at Stephens Inc for 17 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that are generally non-discretionary with implementation decisions left to clients.