Kirkland, WA 820 Market Street Office

Cory Shepard is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Shepard is also president of Haller and Shepard Capital Group, a business support company, and serves as CEO of Calmont Properties LLC, a property holding venture focused on owning and operating a building that houses their business and rental apartments. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kirkland, WA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously spent 25 years with Edward D. Jones & Co., L.P. Outside of advising, he is involved with private land ownership through Amason Corporation. 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 consulting using analytical tools and supports various advisory programs while maintaining a notable affiliation with a municipal advisor.