Littleton, CO Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,976 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

Littleton CO

Advisors at this office

6

Advisors at this office

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Craig G

ChFC®, Series 63, Series 66

Littleton, CO

Raymond James Financial

Craig Garrison is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 21 years of industry experience, including 20 years with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. In addition to his advisory role, he owns Bench in Golden, LLC, a holding company for partnership shares. 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 using analytical tools to support client decision-making and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

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

CFP®, Series 63

Littleton, CO

Raymond James Financial

Matthew Strelau is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Additionally, he provides financial advisory services to clients of Garrison Financial Group in Littleton, CO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, and institutional entities. The firm provides non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs or other providers.

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

Series 66

Littleton, CO

Raymond James Financial

Michaela Molvie is a financial advisor at Raymond James Financial with Series 66 credentials and experience spanning multiple roles since 2014, including positions at Bank of the West and Garrison Financial Group. She has also worked in academic settings at Regis University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary advice aimed at meeting client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 66

Littleton, CO

Raymond James Financial

Emily Gabriel is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Prior to her current role, she worked for Northwestern Mutual and its affiliated entities for eight years. Outside of her advisory work, she is involved as a committee member for This is Women’s Work Podcast, contributing to promotion and content development. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

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

CFP®, ChFC®, Series 66

Littleton, CO

Raymond James Financial

Timothy Hall is a CFP® and ChFC® with 16 years of experience in financial advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Northwestern Mutual Wealth Management Company for 12 years. In addition to his advisory work, he owns Banana Stand Enterprises, which operates Garrison Financial Group. 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 analytical tools and maintains specialized programs in municipal finance and employer retirement plans.

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

Richard R

CFA®

Littleton, CO

Raymond James Financial

Richard Romlin is a CFA® charterholder based in Littleton, Colorado, with one year of industry experience. He currently serves as an associate and portfolio manager at Garrison Financial Group and is affiliated with Raymond James Financial Services Advisors, Inc. His prior roles include positions at LPL Financial, Johls Wealth Management, and United Capital. 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 supports municipal and public-finance work through its affiliation with a municipal advisor.

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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