Forest, VA Brook Pl Office

Adam Stalcup is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at Bank of America, Merrill Lynch, and The First Bank and Trust Company. Outside of his advisory role, he is involved in several entrepreneurial ventures, including co-owning a business with his wife and partnering in a real estate-related enterprise for personal and recreational use. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Julie David is a financial advisor with Raymond James Financial in Forest, Virginia, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank. David also serves as a client associate at Resolute Private Wealth. 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, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using various analytical tools and supports municipal finance work through a unique municipal advisor affiliation.

Jonathan Schubert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior firms include Bank of America, Merrill, and Edward Jones. Outside of advising, he is involved in business ownership roles, including serving as president of a support company and as a partner in a company that holds office real estate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to institutional organizations. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs or other providers.

Brent Bigney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and Merrill Lynch, each spanning 11 years. He is also involved in managing Resolute Private Wealth, a firm affiliated with Raymond James, where he dedicates significant time to its operations. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional portfolios through a large advisor network.

Michael Morrison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a part-time assistant coach for a local hockey team. 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 institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals.