Owensboro, KY Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,974 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

2810 Frederica Street

Owensboro KY 42301

Advisors at this office

4

Advisors at this office

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Tracy T

Series 63, Series 66

Owensboro, KY

Raymond James Financial

Tracy Thacker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. Prior to joining Raymond James, he worked for Edward D. Jones & Co. for 27 years. He is co-owner and financial advisor at Thacker Wealth and Retirement, serving clients in Owensboro, KY. 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 emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and risk profiling, 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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John G

Series 63, Series 65

Owensboro, KY

Raymond James Financial

John Gleason is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at several firms, including LPL Financial LLC, Old National Bank, and Money Concepts Capital Corp. He is currently associated with Thacker Wealth and Retirement, 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, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it 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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Dathan D

Series 66

Owensboro, KY

Raymond James Financial

Dathan Deisher is a financial advisor with Raymond James Financial Services Advisors, Inc. in Owensboro, KY, holding a Series 66 designation and 13 years of industry experience. He was previously with Edward Jones for 11 years before joining Raymond James in 2024. Deisher is also the managing member of Deisher Wealth Management, LLC. 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 plans, corporations, and institutions. The firm offers non-discretionary planning and consulting tailored to client 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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Kristi C

Series 66, Series 63

Owensboro, KY

Raymond James Financial

Kristi Cain is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robert W. Baird & Co., Inc., Wells Fargo Clearing, and J.P. Morgan Securities. Outside of her advisory role, she is the owner of Raising Cain, LLC, a freelance journalism business focused on writing and maintaining content for MMAWeekly.com. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals 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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