Tulsa, OK E. 61st Street Office

Team
Updated today
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

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

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

2431 E. 61st Street, Suite 260

Tulsa OK 74136

Advisors at this office

9

Advisors at this office

user avatar

Glenda S

CFP®, Series 63, Series 65

Tulsa, OK

Raymond James & Associates

Glenda Suchy is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor with Raymond James & Associates since 2017. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved in managing several rental real estate properties. 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 supported by diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Paul W

Series 63, Series 65

Tulsa, OK

Raymond James & Associates

Paul Walker is a financial advisor with Raymond James & Associates in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Brent S

Series 66

Tulsa, OK

Raymond James & Associates

Brent Suchy is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James since 2017 and previously spent two years with Morgan Stanley and Morgan Stanley Private Bank. 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 advisory services through various specialized divisions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William V

Series 66

Tulsa, OK

Raymond James & Associates

William Veitch is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 until joining Raymond James in 2024. Veitch is a partner in two family-owned businesses—a holding company for a family farm and a firearms collection partnership. Raymond James & Associates, Inc. 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 provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Valerie Z

Series 66

Tulsa, OK

Raymond James & Associates

Valerie Zwosta is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing, BOK Financial Securities, Cetera Investment Services, and Cuna Brokerage Services. Outside of her advisory role, she is a freelance musician and a sales consultant for Scentsy. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and consulting, municipal advisory services, and access to a range of portfolio management styles supported by firm research and an extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Scott V

Series 63, Series 65

Tulsa, OK

Raymond James & Associates

Scott Veitch is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stride Bank, Regent Bank, AMC Mortgage, Guaranteed Rate, and Fairway Mortgage. He is also involved with Valiant Oil & Investment Company, a private investment business based in Tulsa, Oklahoma. Raymond James & Associates is a 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—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Heidi C

Series 66

Tulsa, OK

Raymond James & Associates

Heidi Collins is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Capital Advisors, Inc. 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—and offers financial planning and consulting services supported by diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Benjamin R

Series 63, Series 66

Tulsa, OK

Raymond James & Associates

Benjamin Reynolds is a financial advisor at Raymond James & Associates with five years of industry experience. Prior to joining Raymond James in 2022, he worked at The Trust Company of Oklahoma from 2019 to 2022 and at BOKF, NA from 2002 to 2019. He holds Series 63 and Series 66 licenses. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Frank S

Series 66

Tulsa, OK

Raymond James & Associates

Frank Shipley is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and having 10 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley. 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 with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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