Ponte Vedra Beach, FL Corridor Road Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,976 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

100 Corridor Road, Suite 101

Ponte Vedra Beach FL 32082

Advisors at this office

7

Advisors at this office

user avatar

Nicholas G

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James Financial

Nicholas Gillespie is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Truist Investment Services and Fidelity Brokerage Services. His background also includes diverse roles outside finance, such as with Freedom Boat Club and Fiverr. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across a large advisor network.

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

Matthew T

CFP®, Series 66

Ponte Vedra Beach, FL

Raymond James Financial

Matthew Turner is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has held prior roles at Truist Advisory Services and Bb&T Securities, LLC. Outside of his advisory work, he is a business owner involved in managing non-investment-related LLCs. 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 employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability 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

Wesley T

CFP®, Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James Financial

Wesley Thomas is a Certified Financial Planner (CFP®) based in Ponte Vedra Beach, FL, with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior work history at Pinnacle Bank, Truist Advisory Services, BB&T Securities, and Merrill. In addition to his advisory role, he is an associate with The Horizon Group, a support company where he dedicates significant time. 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 investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

Melissa C

CFP®, Series 66

Ponte Vedra Beach, FL

Raymond James Financial

Melissa Churchwell is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Truist Advisory Services and Bb&T Securities. Churchwell serves as an officer and secretary on the board of the St. Johns County Industrial Development Authority, which issues tax-exempt bond financing for manufacturing and certain exempt facilities in the county. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools to model potential outcomes 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
user avatar

Christopher S

CFP®, Series 63, Series 65

Ponte Vedra, FL

Raymond James Financial

Christopher Sivley is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is also a co-owner of Turner-Sivley, LLC, which holds shares of private placements. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

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

Brad M

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James Financial

Brad Melvin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has nine years of industry experience. His prior firms include Truist Advisory Services, BB&T Securities, and Fidelity Brokerage Services LLC. Outside of advisory roles, he is involved with Conch House Marina Resort. 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 investors. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal advisory work uncommon among large institutional advisors.

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

Amber B

Series 65, Series 63

Ponte Vedra Beach, FL

Raymond James Financial

Amber Bennett is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Truist Advisory Services and Bb&T Securities. In addition to her advisory role, she supports financial advisors as a registered sales assistant at Pinnacle Asset Management and The Horizon Group. 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 employs analytical tools to guide client decisions, while supporting a broad advisor network and integrating municipal advisory services.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")