Atlanta, GA Concourse Parkway Office

Thomas Carlock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Carlock is involved with the Wrestlers in Business Atlanta Chapter. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network and specialized advisory programs.

Daan Mutsaers is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 designation and has worked at several firms, including TrueWealth Management and Bluerock Wealth Management, before joining Raymond James and its affiliated entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, alongside specialized municipal and retirement plan advisory services.

Henry Sears III is a financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley for three years and has held various roles in real estate and retail sectors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, that enhance its public finance capabilities.

Max Dean is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has worked with various divisions of Raymond James since 2013. Before his financial career, he was employed at The Lovett School for six years. 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 utilizing risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Samuel Conn is a financial advisor with Raymond James Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Bespoke Capital, Foreside Fund Services, Angel Oak Capital Advisors, and Homebridge Financial Services. He has also worked outside finance in roles at The Home Depot, University of Georgia, and in the restaurant industry. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, with specialized municipal and public finance advisory services.

Daniel Pakkala is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. He previously worked at IndustryPro and operated as a self-employed advisor before joining Raymond James & Associates, Inc. in 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and provides access to advisory programs and institutional consulting across a broad advisor network.

Christopher Stokes is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 13 years of industry experience. He has been with various Raymond James entities since 2016. Outside of his advisory role, Stokes serves as Treasurer for the Hardage Farm Home Owner Association and is on the advisory board for the Pi Kappa Phi Fraternity Alumni Association. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to align with client goals and supports municipal and public finance through a unique municipal advisor affiliation.

Timothy Pulicare is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Merrill and ODP Business Solutions. His background also includes roles outside finance, such as at Kennesaw State University and Chick-fil-A. 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 offers tailored, non-discretionary planning using analytic tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Don Milich is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Morgan Keegan, Barclays Capital, Morgan Stanley, and Deutsche Bank Securities. Milich is based in Atlanta, GA. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and specialized SIMPLE IRA employer consulting programs.