Corpus Christi, TX Peoples St 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
418 Peoples St, Ste 505
Corpus Christi TX 78401
Advisors at this office
2
Advisors at this office
Michelle O
Series 63, Series 66
Corpus Christi, TX
Raymond James Financial
Michelle Orcutt is a financial advisor with Raymond James Financial Services Advisors, Inc. (RJFSA) in Corpus Christi, TX, holding Series 63 and Series 66 credentials with 24 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory work, she is involved with several business ventures, including serving as managing partner of Coastal Bend Wealth Partners and holding officer positions at Orcutt Investments C Corp, a holding company for an automotive repair business. 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 consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Matt P
Series 63
Corpus Christi, TX
Raymond James Financial
Matt Paul is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2019. He is also a managing partner of two local businesses, Coastal Bend Wealth Partners and MBM Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large network of advisors with resources that include municipal and public finance expertise.
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