Dallas, TX Merit Dr Office

Robert Hays is a CFP® with 13 years of industry experience and is affiliated with Raymond James Financial Services Advisors, Inc. in Dallas, TX. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in an agricultural and property management business in Texas. 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, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory Programs.

Deborah Lemoine Hickey is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Dallas, TX. She has held roles at both Raymond James Financial Services Advisors, Inc. and Carter Advisory Services since 2014. Outside of her advisory work, she operates as an independent contractor for Carter Financial Management. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Marcia Sue Spellman is a CFP® professional with over 51 years of industry experience, currently affiliated with Raymond James Financial in Dallas, TX. Her career includes long-term roles at Raymond James Financial and Raymond James Financial Services, Inc., along with prior work in insurance. She is involved in personal private investments through entities such as Biga International, LP and multiple Cloud Fund partnerships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal and public finance advisory services.

Joseph Meylor is a Certified Financial Planner® with nine years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Merrill Lynch and Brennan Financial Services. Outside of his advisory role, he volunteers with Catholic Charities Dallas providing free tax assistance and serves on the education committee for the Financial Planning Association’s Dallas/Fort Worth chapter. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, institutions, and nonprofit organizations, using tailored, non-discretionary strategies supported by advanced analytical tools. The firm also provides municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Swain is a CFP® with 11 years of industry experience, currently affiliated with Raymond James Financial. His prior roles include positions at Founders Financial Securities LLC, Dallavalle Financial, and Taylor Financial. He is associated with Carter Advisory Services, which uses the business name Carter Financial Management. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal finance through a unique affiliation with a municipal advisor.

Benjamin Jones is a financial advisor with Raymond James Financial in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. He is associated with Carter Advisory Services but reports no active responsibilities in that role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Bill Carter is a financial advisor with Raymond James Financial in Dallas, TX, holding the ChFC® designation and Series 63 license. He has 53 years of industry experience and has worked at Raymond James Financial Services since 1993. Outside of his advisory role, Carter co-owns a family ranch and is involved in several business ventures including a management services company and a technology firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains unique affiliations such as a municipal advisor and specialized retirement plan consulting programs.

Trevor Hendricks is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His career includes roles at Raymond James Financial Services Advisors, LPL Financial, and entrepreneurial work with Hendricks Cable. Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lori Peters is a CFP®-certified financial advisor with Raymond James Financial in Dallas, TX, bringing 20 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2006 and is involved with Catholic Charities Dallas as an audit committee member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains arrangements for municipal and public-finance advisory services.

Ellenore Baker is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Dallas, TX, with 19 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she serves on the finance and investment committee of the Texas Women's Foundation and is an officer and treasurer of the Women’s Leadership Alliance. 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 charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical modeling and maintains unique municipal advisory and SIMPLE IRA consulting programs.

Jonathan Meaney is a CFP® professional with over 23 years of experience in financial advising. He has been with Raymond James Financial since 2009 and previously worked at Ash Brokerage from 2010 to 2018. Meaney is involved in local industry groups, including volunteer roles with the Financial Planning Association of Dallas/Ft. Worth and the Communities Foundation of Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

John Russell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Dallas, TX. He has been with Raymond James Financial Services since 2008 and has worked within the Raymond James Financial network since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized services like municipal and retirement plan consulting.

Kathleen Muldoon is a CFP®-designated financial advisor with Raymond James Financial in Dallas, TX, bringing 47 years of industry experience. She has been with Raymond James Financial since 2009 and has longstanding ties to Carter Advisory Services and Raymond James Financial Services. Muldoon serves on multiple nonprofit boards, including Catholic Charities Dallas, where she is Chair of the Board beginning in 2024, and holds leadership roles in the investment committees of Cistercian Preparatory School and other local organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs a non-discretionary, goals-based approach using analytical tools and supports a wide network of advisors with specialized municipal and public finance capabilities.