Dayton, OH W Elmwood Dr 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
77 W Elmwood Dr, Suite 103
Dayton OH 45459
Advisors at this office
3
Advisors at this office
Luke W
Series 66
Dayton, OH
Raymond James Financial
Luke Williamson is a financial advisor with Raymond James Financial in Dayton, Ohio. He holds a Series 66 credential and has three years of industry experience. Prior to his current role, he worked at various divisions of Raymond James and has experience in client service and investment management through his independent contracting with Williamson Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Harry W
Series 63
Dayton, OH
Raymond James Financial
Harry Williamson is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds a Series 63 designation and has been with various branches of Raymond James since 2010. Williamson is also the owner of Williams Wealth Advisors, LLC, a non-investment-related support company based in Dayton, OH. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary approaches supported by analytical tools and risk profiling.
Samuel W
Series 66
Dayton, OH
Raymond James Financial
Samuel Williamson is a Series 66-licensed financial advisor with Raymond James Financial in Dayton, OH, bringing four years of industry experience. His prior work includes roles at Raymond James & Associates and experience outside finance at companies like Doordash and La Comedia. He also operates Williamson Wealth Advisors, a non-investment-related 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, corporations, and institutional clients. The firm’s approach involves non-discretionary planning tailored to client goals, employing risk profiling and analytical tools to support investment decisions.
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