Orlando, FL Avalon Park East Blvd Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,448 advisors across 2,959 offices

Location

3801 Avalon Park East Blvd, Suite 350 B

Orlando FL 32828

Advisors at this office

4

Advisors at this office

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Jessica T

Series 63, Series 66

Orlando, FL

Raymond James Financial

Jessica Thompson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has worked at Raymond James Financial since 2011 and is involved with Orlando Divorce Planning as a Certified Divorce Financial Analyst and Foundations Financial Partners as a support company owner. 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 clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships.

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

Series 63, Series 65

Orlando, FL

Raymond James Financial

Archie Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Raymond James since 1999 and was also affiliated with Alpha Investors LLC from 2006 to 2023. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network with specialized programs, including municipal advisor 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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Brian A

Series 63, Series 66

Orlando, FL

Raymond James Financial

Brian Adamson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with firms including Alpha Investors, LLC and Wyndham Destinations, and currently operates Sullivan Adamson Financial LLC as an owner and officer. 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 investors. The firm offers non-discretionary planning and uses analytical tools for scenario modeling, supporting clients through its advisory programs and partnerships focused on municipal advisory and SIMPLE IRA consulting services.

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

Series 63, Series 66

Orlando, FL

Raymond James Financial

Walter Bohannon is a financial advisor with Raymond James Financial Services Advisors Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Bohannon is a Certified Divorce Financial Analyst and serves as a board member for The Village for Friends Properties, Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides specialized services in municipal and public finance.

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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