Charlottesville, VA State Farm Boulevard Office

Tracey Collins is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Truist Investment Services and BB&T from 2006 to 2026. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs and institutional portfolio management across a large advisor network.

Megan Shifflett is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various capacities at Raymond James Financial Services, Atlantic Union Bank, and Union Bank and Trust. Outside of her advisory role, she is involved as a client assistant at Atlantic Union Financial Consultants, LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Daniel Buckman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms including Truist Investment Services and Buckman & Company. Buckman serves as a board member for both the Spotsylvania Education Foundation and the Lloyd F. Moss Free Clinic. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized offerings, including municipal finance and employer advisory programs.

Julianne De Varennes is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience with firms including LPL Enterprise, Pruco Securities, and Atlantic Union Bank. Outside of advising, she manages weekly bingo operations for fundraising activities supporting local fire and rescue squads. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and recent development of SIMPLE IRA Employer Advisory & Consulting Services.

Susan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Rogers has worked at Atlantic Union Bank since 2019 and has been associated with Raymond James since 2014. 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, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains affiliations that enhance its municipal and public-finance capabilities.