Cleveland, MS Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,434 advisors across 2,948 offices

Location

698 South Street, Suite 1318

Cleveland MS 38732

Advisors at this office

2

Advisors at this office

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Dena W

Series 63, Series 65

Cleveland, MS

Raymond James Financial

Dena Weeks is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 credentials. She has 14 years of industry experience and has been with Raymond James since 2015. Outside of advising, she is an associate at Barfield Salley and Associates, PLLC, where she prepares tax returns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers customized, primarily non-discretionary advisory solutions and has specialized programs for small businesses, supported by a broad institutional network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Danny B

Series 63, Series 65

Cleveland, MS

Raymond James Financial

Danny Barfield is a financial advisor with Raymond James Financial in Cleveland, MS, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He is also a partner at Barfield, Salley and Associates PLLC, where he practices as a CPA and advises staff on technical matters. Additionally, he serves as a board member for Horton Waste Services, Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and maintains capabilities in municipal and public finance through its affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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