Melbourne, FL N Wickham Road 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

6767 N Wickham Road, Ste 502

Melbourne FL 32940

Advisors at this office

5

Advisors at this office

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Diane T

Series 63, Series 66

Melbourne, FL

Raymond James Financial

Diane Tidwell is a financial advisor with Raymond James Financial in Melbourne, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. She worked at Wells Fargo Advisors for 19 years before joining Raymond James in 2018. Outside of her advisory role, she is an associate and registered assistant to another advisor at Richard Martinson & Assoc, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

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

Michael G

Series 66

Melbourne, FL

Raymond James Financial

Michael Graham is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he is the owner of an English pub called Pig & Whistle and is involved in nonprofit work as a founder and donor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with technology-driven analytical tools and advisory programs.

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

Series 66

Melbourne, FL

Raymond James Financial

Jason Holland is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for nine years. Outside of his advisory role, he is CEO of Holland & Co. Wealth Advisors LLC. 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 planning and utilizes various analytical tools to support client goals, while also maintaining specialized programs in municipal and public finance.

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

CFP®, Series 63, Series 66

Melbourne, FL

Raymond James Financial

Richard Martinson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Melbourne, FL. He previously worked at Wells Fargo for 10 years before joining Raymond James and founding Rich Martinson & Associates LLC. 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 offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance through affiliated advisory entities.

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

Candice H

Series 63, Series 66

Melbourne, FL

Raymond James Financial

Candice Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at firms including Truist Investment Services, Wells Fargo Clearing, and Raymond James. Outside of her advisor role, she operates Holland & Co Wealth Advisors LLC, managing a wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals 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
View complete list of advisors at this office
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