Kalispell, MT Office

William Parson Jr. is a financial advisor with Raymond James Financial in Kalispell, MT, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Outside of advisory work, he owns Aspen Partners LLC, which manages the property housing his Raymond James office. 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 using risk profiling and analytical modeling, and supports its clients through a wide advisor network and specialty programs.

Kenneth Wilkinson is a financial advisor with Raymond James Financial in Kalispell, MT, holding a Series 63 designation and over 50 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1990 and co-founded The Financial Planning Co Inc in 2005. Outside of his advisory work, Wilkinson serves as president of Freedom Tax Service, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through advisory programs and institutional consulting services.

Jean Luckey is a financial advisor with Raymond James Financial in Kalispell, MT, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of her advisory role, Luckey serves as a branch manager providing oversight for financial advisors at Snow Peak Wealth Advisors. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical modeling tools and supports a broad network of advisors and affiliated firms.

Christopher Hamill is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kalispell, MT, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016 and was involved with Big Mountain Crossfit from 2016 to 2020. Outside of his advisory role, he contributes over 80 hours per month to Snow Peak Wealth Advisors, focusing on financial planning. 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 emphasizes personalized, non-discretionary planning using analytical tools and supports a broad network of advisors with offerings that include municipal advisory services and specialized retirement plan consulting.

Randy Flicker is a financial advisor with Raymond James Financial in Kalispell, MT, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Flicker prepares taxes as an independent contractor for Freedom Tax during evenings. 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 non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large advisor network.