Lexington, KY Summit Square Pl Office

Jordan Biery is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial in Lexington, KY. His prior experience includes roles at Robert W. Baird & Co. Inc. (Hilliard Lyons) and JP Morgan Chase Bank. He is also involved with Vine Street Private Wealth & Family Office, where he supports business development activities. Raymond James Financial Services Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional and municipal entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and a primarily non-discretionary advisory approach supported by extensive firm research and an affiliate network.

Emma Wylie is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she worked in hospitality at The Kentucky Castle and has been involved in education at the University of Kentucky, Lexington Catholic High School, and Saints Peter and Paul Regional Catholic School. 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 employs a non-discretionary, goal-based approach supported by analytical tools to tailor planning and investment consulting to client objectives.

Stephanie Watts is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Unified Trust Company. Outside of her advisory role, she owns a small craft business called Hearth & Hollow in Liberty, Kentucky. 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 offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports its clients through a broad network of affiliated advisors.

John Blevins Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and two years of industry experience. He has held roles at Vine Street Private Wealth & Family Office and Lexington Private Wealth & Family Office, in addition to a prior 12-year tenure at Live Oak Bank. He serves as an unpaid advisory board member for Faithful Platform, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Benjamin Keller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at UBS Financial Services, Inc. for six years and practiced law at Wyatt Tarrant & Combs, LLP for twelve years. Keller is involved in managing Summit Square Partners, LLC, a support company for his financial advisory practice. 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, pension plans, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad advisor network with specialized capabilities in municipal advisory and SIMPLE IRA employer consulting.

Jason Pryor is a CFP® professional with 22 years of experience in the financial industry. He is currently associated with Raymond James Financial Services Advisors, Inc. and has previously worked at UBS Financial Services Inc. He is involved with Vine Street Private Wealth & Family Office, contributing to the development of its new business identity. 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 analytical tools and supports clients through various advisory programs.

Matthew Fresca is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, holding CFP® and Series 66 designations and having 24 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining his current firm in 2024. Fresca is involved in branding and business development efforts, including ownership roles in support companies related to his practice, such as the Vine Street Private Wealth & Family Office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and specialized services.

Gregory Yeary is a CFP® with 27 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He has held prior roles at UBS Financial Services, Bank of America, and Merrill. In addition to his advisory work, he operates Vine Street Private Wealth + Family Office as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.