Franklin, TN Meridian Boulevard Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

7

Of 6,461 advisors across 2,959 offices

Location

2555 Meridian Boulevard, Suite 180

Franklin TN 37067

Advisors at this office

7

Advisors at this office

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David J

CFP®, Series 63, Series 65

Franklin, TN

Raymond James Financial

David Jackson is a CFP® with 31 years of industry experience, currently affiliated with Raymond James Financial in Franklin, TN. He has been involved with Southern Springs Capital Group and various Raymond James entities since 2016. Outside of his advisory work, he serves as Treasurer and Finance Committee Chair for the Heritage Foundation of Williamson County. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance advisory services.

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

Series 63

Franklin, TN

Raymond James Financial

Randy Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, TN, holding a Series 63 designation and with 36 years of industry experience. His prior roles include extensive tenure at Morgan Stanley from 1990 to 2020 and positions within his own firms, Campbell, Johnson Wealth Advisors, LLC and Campbell, Johnson, McGiboney Wealth Advisors, LLC. He is the CEO of HighRoad Financial and RLC Wealth Advisors, LLC, independent branch ownerships associated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 66

Franklin, TN

Raymond James Financial

Mason Mc Giboney is a financial advisor at Raymond James Financial with eight years of industry experience. His prior roles include positions at Morgan Stanley, UBS, and Wilson Bank & Trust. He serves as a volunteer committee member on the Finance Committee for the Special Olympics of Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports these recommendations through various advisory programs and affiliated advisory firms.

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

Series 66

Franklin, TN

Raymond James Financial

Trevor Crews is a financial advisor with Raymond James Financial in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Stephens Inc. and Cravens & Co Advisors. Outside of his advisory role, he is the owner of Inception Social Marketing, a business that manages websites for several clients. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique 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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Daphne R

Series 63, Series 66

Franklin, TN

Raymond James Financial

Daphne Rushing is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James and affiliated entities since 2016. In addition to her advisory role, she works as a Senior Registered Sales Associate with SSC Holdings LLC and Southern Springs Capital. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes, supports a broad advisor network, and maintains unique affiliations such as with a municipal advisor and a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 66

Franklin, TN

Raymond James Financial

Mary Yerdon is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She previously worked at Campbell Johnson Wealth Advisors, Royal Alliance Associates, and Innovative Financial Group. Outside of her advisory role, she serves as Director of Branch Services and financial advisor at Highroad Financial, a support company in Franklin, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes non-discretionary consulting tailored to client goals, utilizing analytical tools to model potential outcomes and supporting a large network of advisors.

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

Series 66

Franklin, TN

Raymond James Financial

Charles Spears is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has been with Raymond James since 2016 and is a partner in Cordell Holdings, LLC. Spears serves on the investment committee for the Missions Endowment Fund at Forest Hills Baptist Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services including municipal advisory and SIMPLE IRA employer consulting 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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