Columbia, SC Office

Everette Ketchum III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is a partner in KBBS Investments LLC, a business formed to invest in real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and modeling tools, and it is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Rebecca Brooks is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Prior to her current role, she worked at Wells Fargo Advisors and Concurrent Advisors. She is also vice president at Vision Wealth Advisors, LLC, where she manages client and advisor support. 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 provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance services through a unique affiliate arrangement.

Michael Schulz is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wachovia Bank. Schulz is a partner at Vision Wealth Advisors, where he dedicates significant time. 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 supported by analytical tools and maintains unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory & Consulting Services program.

Geddings Crawford III is a Series 66 licensed financial advisor with Raymond James Financial in Columbia, SC, and has one year of industry experience. His prior work includes roles at Vision Wealth Advisors, First Citizens Bank, and Brittingham Group, LLP. He is also involved with Vision Wealth Advisors as a non-investment-related business activity. 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 investment consulting using analytical tools to support client goals.

Mark Sullivan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Wells Fargo Advisors and Wachovia Bank, among others. He is also a partner and financial advisor at Vision Wealth Advisors, an independent support company. 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 institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Roberts is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also an independent contractor for 2SR's Family Enterprises, LLC, which contracts with Vision Wealth Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using risk profiling and modeling tools, and is noted for its municipal advisor affiliation and specialized advisory programs.