Greenwood Village, CO 5619 Dtc Pkwy Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

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

5619 Dtc Pkwy Ste 800

Greenwood Village CO 80111

Advisors at this office

7

Advisors at this office

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Alex K

Series 66

Greenwood Village, CO

Raymond James Financial

Alex Kuskin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Crux Wealth Advisors. Kuskin is also an associate and employee of Elevation Wealth Partners, LLC, where he participates in annual and special meetings and contributes to operational and long-term planning discussions. Raymond James Financial Services Advisors 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 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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Marilyn W

CFP®, Series 63, Series 65

Greenwood Village, CO

Raymond James Financial

Marilyn Weaver is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously worked with firms including Crux Wealth Advisors and Presidential Brokerage, Inc./Forta Financial Group. Outside of her advisory role, she is involved in two wealth management support companies where she serves as producing advisor and president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes, supporting implementation through its advisory programs or other providers.

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

Series 66

Greenwood Village, CO

Raymond James Financial

Alexis Herman is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Crux Wealth Advisors and Presidential Brokerage, Inc. Herman is a member of Elevation Wealth Partners LLC, a support company unrelated to investment activities. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers a broad range of advisory programs and institutional consulting services.

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

CFP®, Series 63, Series 65

Greenwood Village, CO

Raymond James Financial

Kenneth Swope is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, following a 12-year tenure at Ameriprise Financial Services. Outside of advising, Swope is involved with several business entities in supportive and oversight roles, including Elevation Wealth Partners LLC and TaylorRaine LTD. 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 institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to model potential outcomes 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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Nicole M

Series 63, Series 65

Greenwood Village, CO

Raymond James Financial

Nicole May is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 designations and has 28 years of industry experience. Her career includes prior roles at Ameriprise Financial Services and Crux Wealth Advisors. She is also involved with Elevation Wealth Partners, LLC, where she participates in meetings and provides input on the company's operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with municipal and public finance expertise.

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

Series 66

Greenwood Village, CO

Raymond James Financial

Ryan Murphy is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior experience includes sixteen years at Ameriprise Financial Services, Inc., and three years at Crux Wealth Advisors. Murphy is also involved as an agent in insurance sales and serves as a board member for Elevation Wealth Partners Group, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting clients through various advisory programs and maintaining unique municipal advisory capabilities.

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

Series 63, Series 65

Greenwood Village, CO

Raymond James Financial

Philip Almon is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at Raymond James since 2022, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is a partner in family business ventures including Paper Street Soap Company LLP and Z J Associates LLP. 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 institutional clients. The firm offers tailored non-discretionary planning and supports a broad network with programs that integrate technology, municipal advisory services, and specialized employer consulting.

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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