Southlake, TX Grand Avenue Office

Merry Bagwell is a financial advisor with Raymond James & Associates in Southlake, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2015. 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 charitable organizations, and offers financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

Raeann Sarsfield is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles and affiliated research resources.

Sze Sze Fertitta is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has held prior roles at Raymond James Financials, Lululemon, the University of Texas at Dallas, Ridge Point High School, and YouTube. 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, providing financial planning and consulting services with a range of portfolio management styles and affiliated research.

Ryan Keiper is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His background includes various roles at Texas Christian University and experience in hospitality and outdoor 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, offering financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a range of portfolio management styles.

Houston Richards is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he has served as a committee member and past president for nonprofit organizations such as the Ross Volunteer Association and the Gig'em Club of Northeast Tarrant County. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Qlirim Dauti is a CFP®-certified financial advisor with 14 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at Edward Jones from 2011 to 2019. Outside of his advisory role, he is a partner in a rental commercial property business. 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, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and specialized municipal services.

Christopher Gibson is a CFP® professional with 10 years of industry experience. He is currently associated with Raymond James & Associates, where he has worked since 2024, following eight years at Edward Jones. Outside of his advisory role, Gibson is involved in managing rental real estate investments through several partnerships. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services, a range of portfolio management styles, and notable municipal advisory capabilities.

John Wicke is a financial advisor with Raymond James & Associates in Southlake, TX, holding Series 63 and Series 66 designations and possessing 21 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 and serving a broad client base including individuals, institutional clients, and public entities. The firm offers tailored financial planning and consulting services, drawing on multiple portfolio management styles, affiliated research, and specialized municipal advisory services.

Claudia Cummings is a financial advisor with Raymond James & Associates in Southlake, TX. She holds Series 63 and Series 65 designations and has 13 years of industry experience. Prior to joining Raymond James & Associates in 2022, she worked at Ameritas Investment Corp and Ameritas Life Insurance Corp. 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 public entities, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Brian Howard is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2022. His prior experience includes roles at Wells Fargo Clearing Services and Edward Jones. 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 clients, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Owen Gartrell is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Raymond James in 2025, he worked at Robert Baird & Co. for 13 years. 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 governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with mostly non-discretionary planning and a range of portfolio management styles.