Holladay, UT South 3000 East Office

Andrew Brown is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has been associated with First Western Advisors and Raymond James Financial Services Advisors Inc. since 2015 and also operates Aj Brown Financial. In addition to advisory work, he is involved in marketing life insurance through Harding Financial Partners. 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 institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling to support client goals.

Eric Wallace is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He previously worked at First Western Advisors for 18 years before joining Raymond James in 2019. Outside of his advisory role, he owns RED2 LLC, a business involved in selling sports cards and collectibles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across a large network of advisors.

Jeffrey Teran is a CFP® with 20 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services Advisors, Inc. since 2019 and has been associated with First Western Advisors since 2000. At First Western Advisors, he is involved in financial planning and management. 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 that utilizes risk profiling and analytical modeling to support client goals.

Cole Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. in Holladay, Utah, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at First Western Advisors for 14 years and is a partner and owner of C2C Ventures, a business outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, pension plans, and institutional investors, using tailored non-discretionary planning supported by advanced analytical tools. The firm is notable for its municipal advisory affiliation and recently introduced a SIMPLE IRA Employer Advisory & Consulting Services program.

Joshua Liljenquist is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Raymond James Financial. He has worked at First Western Advisors and Raymond James Financial Services Advisors, INC. for seven years. His role includes meeting with clients to define long-term investment goals and managing client assets. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Kevin Grow is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining Raymond James in 2019, he worked for First Western Advisors for 13 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Michael Blake is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Blake has been with Raymond James since 2020 and is also involved as an independent contractor in a non-investment-related support role for another advisory firm. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Roger Larsen is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 57 years of industry experience. He has worked at First Western Advisors since 2002 and Alta Ski Lifts from 2005 to 2024. Larsen also serves as an independent contractor for First Western Advisors in a non-investment-related role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Scott Kimball is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, Series 65, and Series 63 designations. Kimball has been affiliated with Raymond James Financial and First Western Advisors since 2014. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized municipal and public finance services.

Gary Teran is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with First Western Advisors, including its affiliation with Raymond James, since 1984. Outside of his advisory role, he is involved as a bookkeeper for C Riley Bookkeeping LLC. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individuals, high-net-worth individuals, institutional clients, and charitable organizations. The firm offers tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports various advisory programs and institutional portfolio management.

Richard Bingham is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Richard is the owner of Thor Investments, Inc., a tax preparation business serving individuals and businesses. He also works as an independent contractor for First Western Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.