Peachtree City, GA Shakerag Hill 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

6000 Shakerag Hill, Ste 306

Peachtree City GA 30269

Advisors at this office

5

Advisors at this office

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Ronald B

CFP®, Series 66

Peachtree City, GA

Raymond James Financial

Ronald Burdekin is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2018, and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as CEO, Treasurer, and Corporate Secretary of Starr's Mill Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.

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

Craig C

CFP®, Series 66

Peachtree City, GA

Raymond James Financial

Craig Carroll is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and James M Pleasants Company. Carroll owns and operates 1519 Wealth Management LLC and works as an independent contractor for CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services, along with specialized advisory programs.

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

Richelle J

Series 66

Peachtree City, GA

Raymond James Financial

Richelle Jordan is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and previously spent 15 years with Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work through a municipal advisor affiliation, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Founder/Business Owner Executive
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Kevin K

Series 66, Series 65

Peachtree City, GA

Raymond James Financial

Kevin Keelen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 66 licenses and 13 years of industry experience. He has previously worked at Btig LLC for 12 years and held positions at Merrill, Verity Investment Partner, and FBN Securities. Keelen is based in Peachtree City, GA. 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 investment consulting using risk profiling and modeling tools and supports a wide advisor network with specialized programs including municipal advisory 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
user avatar

Daniel C

Series 66

Peachtree City, GA

Raymond James Financial

Daniel Clay is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Raymond James in 2024. Outside of his advisory role, he is the owner of CDK Wealth Management LLC and serves as a financial advisor at CoWealth Advisors. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors with specialized municipal and public-finance capabilities.

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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