Albuquerque, NM Indian School Rd NE Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,955 offices

Location

6301 Indian School Rd NE, Suite 500

Albuquerque NM 87110

Advisors at this office

3

Advisors at this office

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Brad G

CFP®, Series 63, Series 65

Albuquerque, NM

Raymond James Financial

Brad Gravelle is a CFP® credentialed advisor with Raymond James Financial, based in Albuquerque, NM, and has 21 years of industry experience. He previously spent seven years with Asset Planning Company and has been with Raymond James since 2009. Gravelle owns Asset Planning Company, LLC, which handles his business expenses and employees. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and institutional services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Devona B

CFP®, Series 66

Albuquerque, NM

Raymond James Financial

Devona Benavidez is a CFP®-designated financial advisor at Raymond James Financial with 18 years of industry experience. She has worked at firms including Morgan Stanley, Wells Fargo Advisors, and Acequia Investment Management Corp. Benavidez is also a 50% member and owner of ZeroThreeSixty, LLC, an independent practice based in Albuquerque, NM. 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, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Evan M

Series 63, Series 65

Albuquerque, NM

Raymond James Financial

Evan Mccormick is a financial advisor with Raymond James Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes seven years at Fidelity Brokerage Services LLC. 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 institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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