Pawleys Island, SC Library Lane Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 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

159 Library Lane

Pawleys Island SC 29585

Advisors at this office

4

Advisors at this office

user avatar

Frank M

Series 63, Series 65

Pawleys Island, SC

Raymond James Financial

Frank Munn III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Signature Wealth Group, LLC and Signature Life, LLC, and currently serves as CEO of Chipmunn.com, a blog and content platform with potential speaking and consulting opportunities. Munn is also involved in coaching and podcasting through Maximum Advisor Coaching and hosts an author podcast. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through advisory programs and other providers while maintaining specialized services such as 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
user avatar

Michelle C

Series 66

Pawleys Island, SC

Raymond James Financial

Michelle Cumbie is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2025, she worked at Edward Jones for nine years. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has unique affiliations that enhance its municipal and public-finance capabilities.

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

Series 66

Pawleys Island, SC

Raymond James Financial

Carson Munn is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He has worked with Raymond James Financial Services, Inc. and Signature Wealth Strategies since 2022. Outside of advisory work, he serves as a Relationship Manager for Signature Wealth Group, supporting client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical modeling to support client goals.

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

Andrew F

Series 66

Pawleys Island, SC

Raymond James Financial

Andrew Friedman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He held prior roles at Edward Jones for 11 years before joining Raymond James in 2025. Friedman serves as a board member for both Temple Beth Elohim, a nonprofit organization, and The Georgetown Lions Club. Raymond James Financial Services Advisors 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 utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, supporting implementation through its advisory programs and partnerships.

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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