Charlotte, NC W Morehead Street Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,960 offices

Location

1213 W Morehead Street, Suite 400

Charlotte NC 28208

Advisors at this office

2

Advisors at this office

user avatar

Bryan E

Series 63, Series 65

Charlotte, NC

Raymond James Financial

Bryan Edwards is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Pinnacle Financial Partners and First Citizens Bank. He is also employed as a Licensed Bank Advisor at Pinnacle Asset Management, where he refers potential investment clients to Raymond James advisors. 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, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports both advisory programs and institutional consulting.

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

Thomas H

CFP®, Series 63, Series 65

Charlotte, NC

Raymond James Financial

Thomas Highsmith is a CFP® professional with 26 years of experience in financial advisory and planning. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Pinnacle Bank, bringing a background that includes leadership roles at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory work, he serves as Treasurer for the Live Like Bryant Foundation, a nonprofit organization. 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, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to guide client decisions while maintaining specialized municipal and employer advisory services.

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")