Mattoon, IL Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,498

Across 2,990 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

1317 Charleston Avenue

Mattoon IL 61938

Advisors at this office

4

Advisors at this office

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Kendra H

Series 66

Mattoon, IL

Raymond James Financial

Kendra Hughes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked with Raymond James since 2016 and is also an operations manager at First Mid Wealth Management, where she assists advisors and supports the brokerage department. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary advisory services and maintains unique municipal and public-finance capabilities within a large institutional framework.

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

Series 63, Series 66

Mattoon, IL

Raymond James Financial

Bradley Beesley is a financial advisor with Raymond James Financial in Mattoon, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He serves as President and CEO of First Mid Wealth Management Company, a role he has held since 2019. His career includes extensive experience with First Mid Bank & Trust and Raymond James Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs with a focus on technology, cybersecurity, and innovative services such as municipal advising and SIMPLE IRA Employer Advisory programs.

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

Series 66

Mattoon, IL

Raymond James Financial

Kristi Montgomery is a financial advisor with Raymond James Financial in Mattoon, IL, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2012 and at First Mid Wealth Management since 2011, where she also provides supervisory duties. Montgomery is an associate at First Mid Illinois Bank & Trust, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, using risk profiling and modeling tools, 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
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Jill W

Series 66

Mattoon, IL

Raymond James Financial

Jill Worman is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 credential and has worked with Raymond James Financial Services Advisors, Inc. since 2016. Additionally, she is involved as an associate employee at First Mid Wealth Management. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services.

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