Columbia, MD Symphony Woods Road Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

5950 Symphony Woods Road, Suite 412

Columbia MD 21044

Advisors at this office

3

Advisors at this office

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Callum R

Series 66

Columbia, MD

Raymond James Financial

Callum Redman is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and three years of industry experience. He has worked with Richard Wagener and Wagener-Lee LLC since 2022 and has prior experience at Salisbury University and Howard Community College. Redman is also involved in administrative duties for Richard Wagener’s support company. 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 institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports a large advisor network with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ryan W

CFP®, Series 66

Columbia, MD

Raymond James Financial

Ryan Williams is a CFP® professional with four years of industry experience, currently with Raymond James Financial in Columbia, MD. He has been with Raymond James Financial Services since 2021 and has prior experience in both public sector and energy-related roles. Williams also works as a branch associate at Wagenerlee LLC, where he handles client inquiries and executes requests. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports municipal and public finance through a unique affiliated municipal advisory arrangement.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nolan K

Series 66

Columbia, MD

Raymond James Financial

Nolan Karfonta is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and the Elon University Office of Advancement. He is involved with support companies Lee Financial Group, Inc. and Wagener-Lee LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation in municipal advisory and specialized employer consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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