Fort Walton Beach, FL Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,959 offices

Location

29 Eglin Parkway

Fort Walton Beach FL 32548

Advisors at this office

2

Advisors at this office

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Jessica A

Series 66

Fort Walton Beach, FL

Raymond James Financial

Jessica Atkinson is a financial advisor at Raymond James Financial with 24 years of industry experience and holds a Series 66 designation. She has been associated with Raymond James Financial Services Advisors, Inc. since 2013 and is also involved as a vocalist with The Rowdies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the institutional advisory space.

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

ChFC®, Series 63

Fort Walton Beach, FL

Raymond James Financial

Charles West is a ChFC® credentialed advisor with 35 years of industry experience, currently serving at Raymond James Financial since 2009. He has prior experience founding Charles C. West and Associates and has held various roles within Raymond James Financial Services since 2001. Outside of his advisory work, West is a committee member of the Ft Walton Beach Rotary Scholarship Inc., where he assists with awarding college scholarships. 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 planning using analytical and risk profiling tools and supports investment implementation through advisory programs and other providers.

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