Tallahassee, FL Thomasville Road Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
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
Based on Raymond James & Associates
Location
2065 Thomasville Road, Suite 201
Tallahassee FL 32308
Advisors at this office
7
Advisors at this office
Samantha B
Series 66
Tallahassee, FL
Raymond James & Associates
Samantha Barrett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She has been with Raymond James & Associates, Inc. since 2008. Raymond James & Associates, Inc. is a large 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 solutions.
Charles R
Series 63
Tallahassee, FL
Raymond James & Associates
Charles Robinton III is a financial advisor with Raymond James & Associates based in Tallahassee, FL. He holds a Series 63 designation and has 36 years of industry experience, including 20 years with Raymond James & Associates. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles and affiliated research.
Dennis D
Series 66
Tallahassee, FL
Raymond James & Associates
Dennis Deckerhoff is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding the Series 66 designation and offering 25 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.
Lyle F
Series 66
Tallahassee, FL
Raymond James & Associates
Lyle Floyd is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.
William H
Series 63, Series 65
Tallahassee, FL
Raymond James & Associates
William Hagen is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Raymond James & Associates since 2013. Hagen serves as a director on the board of the Florida State University Boosters, supporting Florida State Athletics. 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 and profit-sharing plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.
Danna C
Series 66
Tallahassee, FL
Raymond James & Associates
Danna Campbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James since 2011 and previously spent 12 years at Merrill. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.
Wyatt B
Series 66
Tallahassee, FL
Raymond James & Associates
Wyatt Brooks is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2011. He also serves as Power of Attorney for a family member. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
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