Mount Pleasant, SC Johnnie Dodds Boulevard Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,989 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

530 Johnnie Dodds Boulevard

Mount Pleasant SC 29464

Advisors at this office

5

Advisors at this office

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Eugene J

CFP®, Series 63, Series 65

Mount Pleasant, SC

Raymond James Financial

Eugene Johnson IV is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at SunTrust Investment Services, Inc. for eight years. He is also a trustee for the Johnson Family ILIT. 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 advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

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

Series 63, Series 66

Mount Pleasant, SC

Raymond James Financial

Amy Cole is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked with Pinnacle Financial Partners and SunTrust Advisory Services during her career. Cole is based in Mount Pleasant, SC, and serves as an Investment Advisor Associate while also supporting marketing and advisory activities at affiliated firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors across diverse advisory programs.

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

Series 66

Mt. Pleasant, SC

Raymond James Financial

Taylour Schutter is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. Prior to joining Raymond James in 2023, Schutter held roles at Truist Investment Services, Truist Advisory Services, BB&T Scott & Stringfellow, BB&T Bank, and First Advantage Bank. Outside of advising, Schutter works as a financial advisor assistant supporting Pinnacle Partners and Pinnacle Asset Management in Mt. Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including 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
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Jacob W

Series 66

Mount Pleasant, SC

Raymond James Financial

Jacob Wright is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 credential and has 13 years of industry experience. Prior to joining Raymond James, he worked at SunTrust Advisory Services, Truist Investment Services, and BB&T entities. He serves as a board member and finance committee member for City Life Church in Mount Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supporting clients through advisory programs and institutional consulting across its extensive advisor network.

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

Series 63, Series 65

Mt. Pleasant, SC

Raymond James Financial

Manuel Jimenez IV is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes roles at Merrill, BB&T Securities, Truist Investment Services, and Pinnacle Bank/Pinnacle Financial Partners. He is also a partner in CMJ Properties, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains capabilities in municipal and public finance as well as specialized SIMPLE IRA employer advisory programs.

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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