Charlotte, NC 5935 Carnegie Blvd Office

Michael Mordenti is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Raymond James entities since 2009. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal and public finance advisory and employer SIMPLE IRA consulting.

Stuart Wainscott is a CFP® professional with over 31 years of industry experience, currently serving at Raymond James Financial. His career includes over 20 years with Raymond James & Associates and 14 years at US Airways. He owns AWA Group LLC, a business entity used for liability purposes. 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 uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Charles Ibach IV is a financial advisor with Raymond James Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been affiliated with Raymond James and its subsidiaries for over 18 years and is the owner and branch manager of Allen Wealth Advisors, as well as president of Ibach Allen Cornerstone, LLC, a satellite office he established to support his work across multiple locations. 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 analytical tools and supports a broad network of advisors, with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.