Bristol, VA 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

125 Walling Road

Bristol VA 24201

Advisors at this office

5

Advisors at this office

user avatar

J A

Series 65

Bristol, VA

Raymond James Financial

J Albano is a financial advisor at Raymond James Financial Services Advisors, Inc. with 30 years of industry experience and holds a Series 65 designation. His prior roles include positions at Proffitt and Associates, Lawhorn CPA Group, Verus Financial Partners, and his own firm, Albano & Associates, PLC. Outside of advising, he owns an accounting practice, J. Michael Albano CPA, where he prepares tax returns and assists with accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using detailed risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Robin D

Series 66

Bristol, VA

Raymond James Financial

Robin Drummond is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Edward Jones. He is also involved with Trinitas Wealth Management as a Registered Sales Assistant and Client Administrator. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice and supports its recommendations through various advisory programs and institutional consulting services.

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

Lucas M

Series 65

Bristol, VA

Raymond James Financial

Lucas Mc Craw is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 65 designation and two years of industry experience. He has worked at Raymond James since 2024 and is also associated with Trinitas Wealth Management, LLC. Outside of his advisory roles, he has experience connected to Virginia Highlands Airport and Emory and Henry College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through specialized affiliations.

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

Richard K

Series 66

Bristol, VA

Raymond James Financial

Richard Kegley is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked with firms including Trinitas Wealth Management and Wells Fargo Advisors. Kegley is also the owner of Building 4 One, Inc., a commercial rental business. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that include municipal advisory and SIMPLE IRA Employer Advisory services.

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

Brandon K

CFP®, Series 66

Bristol, VA

Raymond James Financial

Brandon Kegley is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Raymond James Financial. His prior experience includes a four-year tenure at Wells Fargo Advisors before joining Raymond James in 2019. In addition to his advisory role, he is an insurance agent and owner of Trinitas Wealth Management. 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, and institutional entities. The firm provides tailored, non-discretionary planning using analytical tools to model potential outcomes and supports municipal and public finance through an affiliated municipal advisor, a distinctive feature among large institutional advisors.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")