Guntersville, AL Office

Guy Caffey III is a financial advisor with Raymond James Financial, holding Series 63 and 66 licenses and bringing 27 years of industry experience. He has served in various roles including independent contractor at Team Wealth Solutions and advisor at Raymond James Financial Services Advisors Inc. Outside of his advisory work, he is the CEO of Caffey Wealth Management, a support company. 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 institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Adam O'Shields is a financial advisor with Raymond James Financial Services Advisors Inc. in Guntersville, AL, holding a Series 66 designation and 13 years of industry experience. He has operated O'Shields Wealth Management, Inc. since 2017 and is involved as an officer and president in related financial services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.