Florence, SC Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,974 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

135 S. Dargan Street, Suite 200

Florence SC 29506

Advisors at this office

5

Advisors at this office

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David K

Series 66

Florence, SC

Raymond James Financial

David Kahn is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Apex Systems for four years before joining Raymond James in 2020. Outside of his advisory role, he co-owns 2Kahns LLC, a business involved in managing a family rental property in Costa Rica. 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 entities. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and supports municipal and public finance work through a unique advisor affiliation.

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

Series 66

Florence, SC

Raymond James Financial

Thomas Kennedy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Signature Wealth Group, LLC and Raymond James Financial Services for the duration of his career. In addition to his advisory role, he is involved with Signature Wealth Group, LLC in an associate capacity focused on client advising and financial planning. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

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

Series 63, Series 65

Florence, SC

Raymond James Financial

Lewis Butler is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related affiliated entities since 2016, and previously at Signature Wealth Group, LLC. Butler serves as an acting trustee for Butler Address, a role he has held since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA consulting services.

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

Series 63, Series 65

Florence, SC

Raymond James Financial

William Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been a partner and investment officer at Signature Wealth Group LLC since 2017 and owns MMB Operations LLC. Mitchell serves on the finance and stewardship committee of a local church and is a director of the nonprofit Youth Mentors of the Pee Dee. 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 consulting using analytical tools to support client goals and maintains specialized offerings in municipal and public finance.

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

Series 63, Series 65

Florence, SC

Raymond James Financial

Quincy Kennedy IV is a financial advisor with Raymond James Financial, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James Financial Services since 2016 and has served on the Florence County Voter Registration and Election Commission for 17 years. Outside of his advisory role, he is involved as an independent contractor with Skydive Carolina / Xtreme Video. 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 institutions. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs across an extensive advisor network.

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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