Louisville, KY S. Sherrin Avenue Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
115 S. Sherrin Avenue, Suite 1
Louisville KY 40207
Advisors at this office
3
Advisors at this office
Henry H
Series 63
Louisville, KY
Raymond James Financial
Henry Hensley is a financial advisor with Raymond James Financial in Louisville, KY, holding a Series 63 designation and offering 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and has served as a guest speaker since 2013. Outside of his financial career, he writes, produces, performs, sells, and licenses original music as a business owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a broad network of advisors and affiliated firms.
Shannon S
Series 63
Louisville, KY
Raymond James Financial
Shannon Stoehr is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. Prior to joining Raymond James in 2025, Stoehr spent more than two decades at UBS Financial Services. In addition to advisory work, Stoehr serves as a registered assistant to Henry Hensley at Henry Hensley & Associates, Inc., supporting client relations and office administration. 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, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to help clients assess potential outcomes.
Thomas H
Series 63
Louisville, KY
Raymond James Financial
Thomas Hallion is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding a Series 63 designation and 26 years of industry experience. His career includes roles at multiple Raymond James affiliates since 2013 and a decade-long tenure with Major League Baseball from 2013 to 2023. Outside of his advisory work, he serves as an independent contractor for Henry Hensley & Associates, Inc., providing comprehensive financial services to clients. 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 employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.
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