Raleigh, NC Glenwood Avenue Office

Christopher Willis is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked at BB&T from 2007 to 2020 before joining Pinnacle Financial Partners and Raymond James Financial Services in 2020. Outside of advisory work, Willis is a partner and certified flight instructor at Executive Flight Training & Services, LLC, providing flight instruction and aircraft rental services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad advisor network with specialized offerings in municipal finance and SIMPLE IRA advisory services.

Frederic Anders is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Raymond James Financial in Raleigh, NC. His prior experience includes roles at BB&T and its affiliates. Anders also works as a Licensed Bank Advisor with Pinnacle Bank, assisting clients with banking and investment needs and coordinating with Raymond James advisors for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network, and has notable municipal and public-finance capabilities.

Simran Dhaliwal is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including SunTrust Investment Services and Pinnacle Bank. In addition to her advisory role, she supports Pinnacle Asset Management as a sales assistant, helping to build client relationships and assist with daily service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Jerod Allen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Pinnacle Financial Partners. Outside his advisory work, he serves as an associate at Pinnacle Asset Management, providing banking and loan services while making investment referrals. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Preston Mahan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and with 17 years of industry experience. His work history includes roles at Capital Investment Group, Inc., TowneBank, and Paragon Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.