Leesburg, GA Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,973 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

192 Oakland Parkway, Suite A

Leesburg GA 31763

Advisors at this office

6

Advisors at this office

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Mack B

Series 66

Leesburg, GA

Raymond James Financial

Mack Bryson Jr. is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 21 years of industry experience. He has been with various affiliated Raymond James entities since 2013 and is the CEO of Bryson Wealth Strategies. Outside of his advisory work, he owns Southeastern Flyworks, LLC. 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 risk profiling, and supports both advisory programs and institutional portfolio management.

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

Series 66

Leesburg, GA

Raymond James Financial

James Wright is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Clearing for 12 years before joining Raymond James and founding Wright Wealth Management, LLC, a support company for his investment practice. 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, institutions, and nonprofits. The firm uses tailored, non-discretionary planning with analytical tools and supports municipal and public-finance work through a unique affiliation.

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

Series 66

Leesburg, GA

Raymond James Financial

Faith Holcombe is a Series 66-licensed advisor with nine years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Morgan Stanley for six years and Merrill for two years. Outside of her advisory role, she serves on the advisory board for Phoebe Putney Memorial Hospital and is involved in sales for a skincare and beauty products company. 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 supported by analytical tools and maintains a unique municipal advisor affiliation to support public finance work.

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

Series 63, Series 65

Leesburg, GA

Raymond James Financial

Jeffrey Tennyson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked within various Raymond James entities since 2015 and is also the lead singer and rhythm guitar player for the Kinchafoonee Cowboys, a country band active since 1991. Outside of finance, he provides advisory services in residential construction through a separate business venture. 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 institutions. The firm employs non-discretionary planning and analytical tools tailored to client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Leesburg, GA

Raymond James Financial

Tina Kozuch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 14 years of industry experience. She has been with Raymond James entities since 2015 and has also been involved with The Canterbury Kitchen, a part-time catering and bartending business. Additionally, she serves as the personal representative for the estate of Joe Adair. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

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

Thomas P

Series 66

Leesburg, GA

Raymond James Financial

Thomas Phillips is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He has worked within various divisions of Raymond James since 2015. Outside of his advisory role, he owns Magnolia Stables at Byron Plantation, where he oversees equestrian facilities for his daughter’s riding activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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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