Albuquerque, NM 5911 Jefferson Street NE Office

Kristen Renaud is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2016. She serves as a committee member for the investment funds committee at All Faith's and as a board and finance committee member for Animal Humane New Mexico. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Julie Garcia is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. In addition to her advisory role, she serves as Vice President of The Renaud Investment Group, where she oversees administrative and branch management duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

Kyle Rotzoll is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and The Renaud Investment Group since 2023. Outside of finance, he has worked as a bartender at Ruth's Chris Steak House since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, and it maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Miles Sorby is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to his current roles, he worked at Glendale Securities Inc. for six years and has experience outside finance, including work at a pizza restaurant and involvement with Sequoia Productions and academic institutions. He is also associated with The Renaud Investment Group Inc., a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment recommendations.

Bryan Costilla is a financial advisor with Raymond James Financial Services Advisors, Inc. in Albuquerque, NM, holding Series 63 and Series 66 credentials with 10 years of industry experience. He previously worked at MML Investor Services, LLC and served at the University of New Mexico. Costilla is an officer and Treasurer on the board of Meals on Wheels Albuquerque, where he participates in finance committee oversight of the organization's investment portfolio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary advice using analytical tools and supports a broad advisor network with services including municipal and public finance consulting.