Peachtree, GA 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

525 Westpark Drive, Suite 100

Peachtree GA 30269

Advisors at this office

10

Advisors at this office

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Stephen W

Series 66

Peachtree, GA

Raymond James Financial

Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using 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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Hayes H

Series 66

Peachtree City, GA

Raymond James Financial

Hayes Heinecke is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked with the Saint Louis Cardinals and has experience in the moving services industry. 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 clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports client implementation through various advisory programs.

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

Series 66

Peachtree, GA

Raymond James Financial

Shakti Yadav is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Reveille Wealth Management. His prior experience includes roles outside the financial sector and a period as a full-time student at Northeastern University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.

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

Series 66

Peachtree City, GA

Raymond James Financial

Luka Karaulic is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation with three years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2022 and also works as a Relationship Manager and Financial Advisor at Reveille Wealth Management, LLC. Karaulic’s background includes experience at Georgia Tech prior to entering the financial services industry. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory 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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Wade G

Series 63, Series 65

Peachtree, GA

Raymond James Financial

Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management 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 clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 66

Peachtree, GA

Raymond James Financial

Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. 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 advice supported by analytical tools and maintains specialized programs such as municipal advisory 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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Robert A

Series 63, Series 66

Peachtree City, GA

Raymond James Financial

Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory 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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Jason D

Series 66

Peachtree City, GA

Raymond James Financial

Jason Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Fayetteville Police Department. Davis is also associated with Reveille Wealth Management, an affiliated independent practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using 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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Chad S

Series 63, Series 65

Peachtree, GA

Raymond James Financial

Chad Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Raymond James since 2019 and previously spent a decade with Morgan Stanley in various capacities. Outside of advising, he serves as an officer and secretary on his local homeowners association board. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning using 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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Michael B

CFA®, Series 66

Peachtree City, GA

Raymond James Financial

Michael Bennicelli II is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Raymond James Financial and serves as Chief Operating Officer of Reveille Wealth Management, LLC. His prior experience includes nearly nine years at Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored non-discretionary planning and supports a large advisor network with specialized municipal and SIMPLE IRA advisory programs.

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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