Muncie, IN West White River Road Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
700 West White River Road
Muncie IN 47303
Advisors at this office
4
Advisors at this office
Samuel M
Series 66
Muncie, IN
Raymond James Financial
Samuel Marshall is a Series 66-credentialed financial advisor with Raymond James Financial in Muncie, IN. He has one year of industry experience and has worked previously at Westpoint Financial Group and Raymond James Financial Services, Inc. Outside of finance, he was involved with the Country Village/Creekwood Neighborhood Association. 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 utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public-finance advisory services.
Brian O
CFP®, Series 66
Muncie, IN
Raymond James Financial
Brian Osner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes eight years at Ameriprise Financial Services. Outside of advising, he is involved as a partner and owner in several local businesses, including Foote Hansan Davis Inc and HIS German Autoparts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.
Thomas D
Series 63, Series 65
Muncie, IN
Raymond James Financial
Thomas Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2017. Outside of his advisory role, he owns and operates a support company, Foote Hansan Davis Inc. 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 investors. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and scenario modeling to inform client recommendations.
Zion O
Series 66
Muncie, IN
Raymond James Financial
Zion Osner is a Series 66 registered financial advisor with Raymond James Financial Services Advisors, Inc. He has four years of industry experience, including roles at Agia and VALIC Financial Advisors, Inc. Osner is currently associated with White River Wealth Advisors in Muncie, IN, where he serves as a financial advisor. 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 a non-discretionary approach tailored to client goals, utilizing analytical tools and risk profiling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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