Nashville, TN 12th Ave S Office

Team
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Raymond James Financial logo

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

2905 12th Ave S, Suite 108

Nashville TN 37204

Advisors at this office

9

Advisors at this office

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Michael B

Series 66

Nashville, TN

Raymond James Financial

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at ACUFF & Associates / JULY Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele 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 its clients through advisory programs and institutional consulting services.

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

Series 66

Nashville, TN

Raymond James Financial

Myles Zueger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 12 years of industry experience. In addition to his advisory role, Zueger is involved with Adams Wealth Partners in an operations and financial advising capacity. 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 analytical tools to support client goals and maintains unique capabilities in municipal finance and 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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Spencer P

CFP®, Series 63, Series 65

Nashville, TN

Raymond James Financial

Spencer Provow is a CFP®-certified financial advisor with Raymond James Financial, based in Nashville, TN, and has 18 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he is involved as an investment advisor with Adams Wealth Partners and is a partner in a real estate venture focused on property acquisitions in Middle Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs a non-discretionary advisory approach using risk profiling and modeling tools to tailor recommendations to client goals.

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

CFP®, Series 66

Nashville, TN

Raymond James Financial

Nicholas Wolf is a CFP® professional with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has worked at several firms, including David Adams Wealth Partners and Strategic Financial Partners. Nicholas is also involved as an associate at Adams Wealth Partners, supporting investment advisory activities. 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 customized, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA consulting.

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

Series 66

Nashville, TN

Raymond James Financial

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in education and the hospitality industry. He is also involved with Adams Wealth Partners, a non-investment-related support company based in Nashville. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in 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
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Carson O

Series 66

Nashville, TN

Raymond James Financial

Carson Odom is a Series 66-licensed financial advisor with Raymond James Financial in Nashville, TN, bringing seven years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. He serves as Treasurer and board member for the Down Syndrome Association of Middle Tennessee, where he provides strategic and financial oversight. 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 using risk profiling and modeling tools, supporting clients through various advisory programs and specialized institutional consulting.

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

CFA®, ChFC®, Series 63

Nashville, TN

Raymond James Financial

James Davis is a CFA® and ChFC® credentialed advisor with 49 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Family Capital Advisors for over two decades. Additionally, Davis provides limited legal document services to selected clients in his capacity as an attorney. Raymond James Financial Services Advisors, Inc. offers 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 employs tailored planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA employer consulting.

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

Series 63, Series 65

Nashville, TN

Raymond James Financial

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning using risk profiling and 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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Anthony B

CFA®, Series 65, Series 63

Nashville, TN

Raymond James Financial

Anthony Breen is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Alphamont Funds LLC for nine years. Outside of his advisory role, he serves as a board member for the Richmeade Place Homeowners Association in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

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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