Marietta, OH Hart St Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 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

416 Hart St Ste A

Marietta OH 45750

Advisors at this office

8

Advisors at this office

user avatar

Jill H

Series 66

Marietta, OH

Raymond James Financial

Jill Howe is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial. She has held roles at Wells Fargo Advisors and Hall Financial Advisors, including management and operations positions. Her background also includes a brief tenure at The Levee House and experience working at Marietta College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through advisory programs and institutional consulting.

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

Michael M

Series 66

Marietta, OH

Raymond James Financial

Michael Mc Creary is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has concurrently worked with Hall Financial Advisors, LLC as a registered representative and associate. His prior roles include positions in education and recreational services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to support tailored, non-discretionary planning and investment consulting.

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

Isaac B

Series 66

Marietta, OH

Raymond James Financial

Isaac Beardmore is a Series 66 registered financial advisor with Raymond James Financial, based in Marietta, Ohio. He has 10 years of industry experience, including five years at Raymond James and five years at Wells Fargo Advisor Financial Network. Outside of his advisory work, Beardmore owns and operates several small businesses related to oil and gas consulting and royalties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored non-discretionary planning supported by analytical tools and offers unique advisory programs including municipal and SIMPLE IRA consulting services.

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

Cody V

Series 66

Marietta, OH

Raymond James Financial

Cody Venderlic is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in education roles at Marietta City Schools and the American College of Education. He is also employed as a financial advisor with Hall Financial Advisors in Marietta, Ohio. 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 risk profiling and analytical tools to tailor non-discretionary planning 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
user avatar

Brennan M

Series 66

Marietta, OH

Raymond James Financial

Brennan Mc Kean is a Series 66-credentialed financial advisor with four years of industry experience. He currently works with Raymond James Financial Services Advisors and is also associated with Hall Financial Advisors in Marietta, Ohio, where he serves as a financial advisor. Prior to his advisory roles, he held positions at Marietta College and Defiance College. Raymond James Financial Services Advisors 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 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
user avatar

Zane E

Series 66

Marietta, OH

Raymond James Financial

Zane Eschbaugh is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including Hall Financial Advisors and Wells Fargo Advisors. He is also involved with the Ohio High School Athletic Association, where he has participated for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, 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
user avatar

Kevin K

CFP®, Series 66

Marietta, OH

Raymond James Financial

Kevin Knab is a CFP®-designated financial advisor with nine years of industry experience, currently working at Raymond James Financial in Marietta, OH. Prior to joining Raymond James in 2021, he worked at Wells Fargo Advisors and Settlers Bank. He also spent four years as a basketball coach during his earlier career. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical tools, and it 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
user avatar

Christopher H

Series 63, Series 65

Marietta, OH

Raymond James Financial

Christopher Hall is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to joining Raymond James in 2021, he worked for Wells Fargo Advisors Financial Network for 17 years. Outside of his advisory role, Hall serves on the board of the Elite Sports Center and participates in the finance committee at St. Lukes Lutheran Church. Raymond James Financial Services Advisors 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 utilizing risk profiling and modeling tools, and supports municipal and public finance clients through a dedicated municipal advisor affiliation.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")