Roanoke, VA Campbell Ave SE Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
202 Campbell Ave SE
Roanoke VA 24013
Advisors at this office
3
Advisors at this office
William S
Series 63, Series 66
Roanoke, VA
Raymond James Financial
William Stone is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with firms including Pinnacle Asset Management, Pinnacle Financial Partners, and BB&T Securities/Investments. Outside of advising, he serves as a power of attorney for his mother. 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 offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with services that include municipal and public-finance advisory capabilities and specialized retirement plan consulting.
Michael H
Series 66
Roanoke, VA
Raymond James Financial
Michael Hudgins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services and SunTrust Advisory Services. Outside of his advisory role, he is involved with Pinnacle Asset Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and consulting services.
Christopher O
Series 63, Series 66
Roanoke, VA
Raymond James Financial
Christopher Owen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at several firms including Wells Fargo and Mass Mutual before joining Raymond James and Pinnacle Asset Management in 2022. Outside of his advisory role, he is also employed by Pinnacle Bank, assisting clients with banking and investment needs while referring investment services to Raymond James advisors. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary consulting using analytical tools and supports client implementation through various advisory programs and partnerships.
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