Nashville, TN Platform Way S. Office

Team
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Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 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

21 Platform Way S., Suite 2500

Nashville TN 37203

Advisors at this office

14

Advisors at this office

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Tammy B

Series 63, Series 66

Nashville, TN

Raymond James Financial

Tammy Bowling is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has held roles at Burton Hills Investment Partners, Pinnacle Asset Management, Pinnacle Bank, and Raymond James since 2009. Bowling’s additional responsibilities include operations management and sales support at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client goals while maintaining notable municipal advisory and specialized retirement plan consulting services.

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

Series 66

Nashville, TN

Raymond James Financial

Justin Newman is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and held positions at Raymond James Financial Services Advisors Inc. and SunTrust Bank earlier in his career. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical 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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Jeffrey E

CFP®, Series 63, Series 65

Nashville, TN

Raymond James Financial

Jeffrey East is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held positions at Raymond James Financial Services Advisors, Pinnacle Bank, and Raymond James Financial Services, Inc. since 2016. In addition to his advisory role, he is the managing director and owner of Moody + East Investment Partners, a support company based in Nashville, TN. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical 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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Olivia T

Series 65, Series 63

Nashville, TN

Raymond James Financial

Olivia Tirrill is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Equitable Advisors. She also supports private client and retirement planning services through associate roles at Pinnacle Asset Management and Moody East Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools to assist clients in pursuing their financial goals.

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

CFA®, Series 65, Series 63

Nashville, TN

Raymond James Financial

Charles Poston is a CFA® charterholder and holds Series 63 and Series 65 licenses with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025, following prior roles at Pinnacle Wealth Advisors, Truist Advisory Services, The Vanguard Group, and Diamond Creek LLC. Outside of his advisory work, he is involved as a Bank Associate with Pinnacle Bank in Nashville, TN. 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 institutions. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized offerings such as municipal advisory services 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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Robert H

CFP®, Series 63, Series 66

Nashville, TN

Raymond James Financial

Robert Hebert Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, JPMorgan Chase Bank, and SunTrust Advisory Services. 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 uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique 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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Keith D

Series 66

Nashville, TN

Raymond James Financial

Keith Davis is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and related entities since 2008. Outside of his advisory role, Davis serves as a board and committee member for the Hard Bargain Association, a nonprofit focused on affordable housing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also provides specialized municipal and SIMPLE IRA advisory services.

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

Series 66

Nashville, TN

Raymond James Financial

James Landers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 23 years of industry experience. He has worked at several firms, including Pinnacle Financial Partners and Royalty Wealth Group, where he also serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting through a large advisor network.

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

CFP®, Series 66

Nashville, TN

Raymond James Financial

Kenneth Ford is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. His career includes positions at Pinnacle Asset Management, Pinnacle Bank/Pinnacle Financial Partners, LPL Financial, Cetera, and Merrill. He is also involved as an associate with Pinnacle Asset Management, where he works with clients on financial planning. 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 risk profiling and modeling tools, and it supports municipal and public finance advisory services through a unique 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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Nathan K

Series 66, Series 63

Nashville, TN

Raymond James Financial

Nathan Kurita is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill and Pinnacle Wealth Advisors before joining Raymond James. Kurita is also involved as a financial advisor with Pinnacle Asset Management, where he builds client relationships and manages investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical modeling and supports a broad advisor network, with specialized municipal advisory and SIMPLE IRA consulting programs.

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

Series 63, Series 66

Nashville, TN

Raymond James Financial

Terry Davis is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including AXA Advisors LLC and Morgan Stanley. In addition to his advisory role, he serves as a Compliance and Risk Manager for Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to assist clients in implementing recommendations through various advisory programs.

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

Series 63, Series 65

Nashville, TN

Raymond James Financial

Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and 65 licenses and having 34 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2002 and also serves on the committee responsible for reviewing architectural plans related to historical homesites within the Monteagle Sunday Assembly. Additionally, he is president of Moody + East Investment Partners, providing financial advice to clients. 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, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning tailored to client goals through analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

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

Series 65, Series 63

Nashville, TN

Raymond James Financial

Jacob Seeger is a financial advisor at Raymond James Financial in Nashville, TN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services and Pinnacle Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports specialized municipal and public finance services uncommon among large institutional advisors.

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

Series 63, Series 66

Nashville, TN

Raymond James Financial

Christopher Adams is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial and its affiliates since 2006. Adams also serves as a Practice Manager at Pinnacle Asset Management and is a member of the finance and investment committee at Well House Church, participating in the church’s business decision-making and budget oversight. 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 work through a unique 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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