Charleston, IL 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
500 W Lincoln Ave
Charleston IL 61920
Advisors at this office
3
Advisors at this office
Ryan M
Series 66
Charleston, IL
Raymond James Financial
Ryan Mefford is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and is based in Charleston, Illinois. Prior to his current role, he worked at Pilson Auto Center for five years. Mefford is also associated with First Mid Bank and Trust and First Mid Wealth Management, where he is involved in developing comprehensive financial plans for clients. 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, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor its non-discretionary planning and investment consulting to client goals and supports a broad advisor network and affiliated advisory firms.
Alexander D
Series 66
Charleston, IL
Raymond James Financial
Alexander Dick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. He has worked at First Mid Bank & Trust and First Mid Wealth Management, providing investment client services and support. Prior to his financial industry roles, he spent 14 years in education with Stewardson-Strasburg CUSD #5A. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its offerings with specialized programs for municipal finance and employer-sponsored retirement plans.
April S
CFP®, Series 66
Charleston, IL
Raymond James Financial
April Selstad is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2012. She also holds an associate position at First Mid Bank & Trust. In addition to her financial advisory work, she serves as a personal support worker on a contingency basis to assist with caregiving. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports its recommendations through various advisory programs.
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