Coloradoi Springs, CO 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
540 N. Cascade Avenue, Suite 100
Coloradoi Springs CO 80903
Advisors at this office
4
Advisors at this office
Tyler E
Series 66
Colorado Springs, CO
Raymond James Financial
Tyler Edwards is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. He has held roles at Raymond James Financial and its affiliate since 2024. Edwards also has experience in client services and office administration through his association with Colorado Wealth Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to support tailored, non-discretionary investment consulting and is notable for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.
Kelly K
Series 63, Series 65
Colorado Springs, CO
Raymond James Financial
Kelly Kennedy is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial and its related entities since 1999. Outside of advising, she owns KGH Financial, LLC, which handles administrative support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal finance work through a municipal advisor affiliation, along with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.
Anthony U
Series 66
Colorado Springs, CO
Raymond James Financial
Anthony Urfer is a financial advisor with Raymond James Financial Services Advisors Inc. in Colorado Springs, CO, holding a Series 66 designation and nine years of industry experience. Before joining Raymond James in 2017, he worked at Focal Point Business Coaching from 2015 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools and modeling to support client goals, with specialized services including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.
Melissa M
CFP®, Series 66
Colorado Springs, CO
Raymond James Financial
Melissa Mccarthy is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been associated with Raymond James Financial Services in various capacities since 1999. Outside of her advisory work, she is involved in business activities including serving as president and treasurer of Colorado Wealth Associates, LLC and Colorado Wealth Partners, Inc., where she manages operations and bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.
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