Charlotte, NC 6805 Carnegie Blvd. Office

Adam Leach is a financial advisor at Raymond James Financial with 19 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 and has been associated with Cygnus Asset Management since 2023. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

William Gross is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Raymond James Financial Services Advisors, Inc., with prior experience at Biltmore Family Office. Gross is also a portfolio analyst and partner at Cygnus Asset Management, LLC, where he dedicates significant time to his role. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to support client goals, and maintains specialized programs in municipal finance and employer-sponsored retirement plans.

Rebecca Worlds is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked at Morgan Stanley for eight years before joining Raymond James in 2024. She is also employed as a client service associate at Cygnus Asset Management. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, utilizing risk profiling and analytical tools to support client goals.

Nathan Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Cygnus Asset Management, LLC and Wells Fargo Advisors Financial Network LLC. 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 analytical tools and supports clients through advisory programs and institutional services.

Andrew Guthe is a CFP® certificant and financial advisor at Raymond James Financial with two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory role, he is associated with Cygnus Asset Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using fact-finding and analytical tools to tailor recommendations to client goals.

Lisa Shaw is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, Shaw is the owner of DENEB Creative, LLC, a business focused on publishing inspirational books. 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 charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports a wide network of advisors with specialized institutional and municipal finance capabilities.