Augusta, GA Monte Sano 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
1427 Monte Sano
Augusta GA 30904
Advisors at this office
3
Advisors at this office
Denis D
Series 66, Series 63
Augusta, GA
Raymond James Financial
Denis Douglas is a financial advisor with Raymond James Financial in Augusta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked within various divisions of Raymond James since 2016. He is also an associate at Douglas & Williams Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using analytical tools and models, supports municipal and public finance through its municipal advisor affiliation, and provides specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.
Patrick D
Series 63, Series 65
Augusta, GA
Raymond James Financial
Patrick Douglas is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked with various Raymond James entities since 2013 and is a 60% owner of Douglas & Williams Financial Group LLC, where he manages day-to-day branch operations. Additionally, he owns Pops Douglas LLC, an S corporation that manages proceeds from his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Andrew W
Series 66
Augusta, GA
Raymond James Financial
Andrew Williams III is a financial advisor with Raymond James Financial in Augusta, GA, holding a Series 66 designation and 10 years of industry experience. He has worked with multiple Raymond James entities since 2015 and is a 42% owner and operator of Douglas & Williams Financial Group LLC. Williams serves as president of the PTO at St. Mary on the Hill Catholic School and participates on its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers personalized, non-discretionary planning and consulting supported by analytical modeling, with a range of advisory programs and specialized municipal and SIMPLE IRA advisory services.
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