Fayetteville, AR N College Ave Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

355 N College Ave Ste 4

Fayetteville AR 72701

Advisors at this office

3

Advisors at this office

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Lisa S

Series 66

Fayetteville, AR

Raymond James Financial

Lisa Scheile is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2022 and previously was with Wells Fargo Advisors from 2012 to 2022. Outside of finance, she has been involved with Allied Universal Event Services and Landmark Event Staffing since 2014. 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 investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

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

Series 66

Fayetteville, AR

Raymond James Financial

John Bradford is a financial advisor with Raymond James Financial based in Fayetteville, AR, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also associated with Colwell Wealth Management in a non-ownership role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a fact-finding and risk-profiling approach with analytical tools to tailor non-discretionary planning and investment consulting to client goals.

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

Series 63, Series 65

Fayetteville, AR

Raymond James Financial

Wade Colwell is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo advisors from 2009 to 2022. Outside of his advisory role, Colwell is president of Colwell Wealth Management and is involved in property management through C&W Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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