Colorado Springs, CO Mark Dabling Blvd Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
5725 Mark Dabling Blvd, Suite 140
Colorado Springs CO 80919
Advisors at this office
2
Advisors at this office
Michelle H
Series 63, Series 65
Colorado Springs, CO
Raymond James Financial
Michelle Hylton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Addison Avenue Investment Services since 2014 and has been with Raymond James Financial Services Advisors, Inc. since 2012. In addition to her advisory roles, she provides financial advice to members of Addison Avenue Investment Services in Colorado Springs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and customized planning to support client goals and provides a range of advisory programs, including specialized services in municipal advisory and SIMPLE IRA plan consulting.
Melissa K
Series 66
Colorado Springs, CO
Raymond James Financial
Melissa Keese is a financial advisor with Raymond James Financial in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. She has worked with Raymond James since 2012 and also has experience at First Tech Federal Credit Union and Addison Avenue Investment Services. Outside of her advisory role, she serves as a CNA for a special needs child. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining unique municipal advisory affiliations and specialized consulting programs.
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