Atlanta, GA Perimeter Center East Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
53 Perimeter Center East Suite 410
Atlanta GA 30346
Advisors at this office
3
Advisors at this office
Robert W
CFP®, Series 63, Series 65
Atlanta, GA
Raymond James Financial
Robert Wilder is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2023 and previously spent over three decades at American Wealth Management, Inc. He is also the CEO of The Wilder Group LLC, a support company focusing on payroll and accounting. 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, utilizing risk profiling and modeling tools, and supports municipal and public finance work, which is uncommon among large institutional advisors.
Elizabeth R
CFP®, Series 63, Series 66
Atlanta, GA
Raymond James Financial
Elizabeth Richardson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at American Wealth Management, Inc. for 16 years and is also the CEO of The Wilder Group, LLC, a company focused on accounting and payroll services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting.
James R
Series 63, Series 65
Atlanta, GA
Raymond James Financial
James Richardson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at The Wilder Group, LLC and American Wealth Management, Inc., as well as positions in media at Warner Media and CNN Sports. He also serves as a power of attorney for healthcare matters for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses advanced modeling tools to support client goals, while also offering municipal and public-finance advisory services uncommon among large institutional advisors.
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