Lubbock, TX 82nd Street Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,496

Across 2,985 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

4010 82nd Street, #215

Lubbock TX 79423

Advisors at this office

4

Advisors at this office

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Martin M

Series 63, Series 66

Lubbock, TX

Raymond James Financial

Martin Miller is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and 27 years of industry experience. He has served as a coach and advisor at Raymond James Financial Services Advisors Inc. since 2013. Outside of finance, Miller is the owner and proprietor of Martin Miller PGA Professional, where he teaches individual and group golf lessons. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 63, Series 65

Lubbock, TX

Raymond James Financial

Christopher Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Kovitz Securities, LLC and AFAM Capital, Inc. Outside of advising, he has been involved with Grady Henly Decorators since 2021 and briefly worked at Goodline Brewery in 2023. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and offers a range of advisory programs supported by analytical tools and technology.

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

Series 63

Lubbock, TX

Raymond James Financial

Beth Staley is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 63 designation and 37 years of industry experience. She has been with Raymond James Financial and affiliated entities since 2009. Outside of her advisory role, she manages BSTALEY LLC, a support company. 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 client implementation through its advisory programs and partnerships.

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

Series 63, Series 65

Lubbock, TX

Raymond James Financial

Gregory Varoff is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Varoff volunteers with the South Plain Storm Spotting Team, serving as a treasurer and assisting with severe weather response efforts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs 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
View complete list of advisors at this office
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