Asheville, NC N Merrimon Ave Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

61 N Merrimon Ave, Suite 113

Asheville NC 28804

Advisors at this office

4

Advisors at this office

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Dillon V

Series 66

Asheville, NC

Raymond James Financial

Dillon Vess is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He previously worked at Shore Capital Partners, Nashville Capital, and Raymond James Investment Bank. Outside of his advisory role, he is an independent contractor and partner at Elk Mountain Wealth Partners, 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 investors. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports specialized areas such as municipal finance and SIMPLE IRA employer advisory services.

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

Series 63, Series 65

Asheville, NC

Raymond James Financial

Brianna Parrott Parkins is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Raymond James, she worked at Wells Fargo Advisors for five years. Outside of her advisory role, she is involved in agriculture and farming businesses, serving as co-owner and CEO of J Creek Custom Meats, LLC, and owner of Doc Graham Farm 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both institutional and municipal clients through a broad advisor network.

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

Series 66

Asheville, NC

Raymond James Financial

Tanya Frisbee is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 16 years before joining Raymond James in 2018. In addition to her advisory role, she serves as Practice Manager at Elk Mountain Wealth Partners in Asheville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a range of advisory programs and specialized services.

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

Series 66

Asheville, NC

Raymond James Financial

Chris Amys is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 17 years of industry experience. He has worked at Raymond James since 2018 and previously spent seven years with Wells Fargo Advisors. Amys is also a partner at Elk Mountain Wealth Partners in Asheville, NC. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making while maintaining specialized services such as municipal advisory and SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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