Scottsdale, AZ 14350 N. 87th Street Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 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

14350 N. 87th Street Suite 300

Scottsdale AZ 85260

Advisors at this office

10

Advisors at this office

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Jared M

Series 66

Scottsdale, AZ

Raymond James Financial

Jared Maroon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. He is also involved with SilverTree Collective, an umbrella entity for various business groups, and serves as treasurer and officer for SilverTree Wealth Partners, the DBA for his branch. 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 supports municipal and public finance services through unique affiliations within its large advisor network.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Stephanie Austin Stackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 11 years before joining Raymond James in 2019 and Capital Wealth Partners in 2022. Outside of her advisory role, she serves as secretary for the Silver Tree Foundation, a nonprofit organization, and is involved as an owner in a local franchise business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Denise Weinreich is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has worked with SilverTree Collective and various firms within Raymond James since 2022. Outside of finance, she is involved with SilverTree Wealth Partners as a client relationship manager. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports a variety of advisory programs and institutional consulting services.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Cade Lark is a financial advisor at Raymond James Financial in Scottsdale, AZ, with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Silvertree Wealth Partners and the University of Arizona. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary advisory services 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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Jack S

Series 66

Scottsdale, AZ

Raymond James Financial

Jack Shannon is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His background includes roles in various organizations such as North Point Ministries and Bagel Boys Cafe. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Kurt Watkins is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. His prior work includes seven years at Edward Jones, and he has operated his own business, Athletic Vantage, since 2006. Outside of his advisory role, he competes in golf tournaments and participates in related social events. 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 investors. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

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

CFP®, Series 63

Scottsdale, AZ

Raymond James Financial

Donald Prescott Jr. is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Scottsdale, AZ. Prior to his current role, he worked for Edward Jones for 20 years. He is a partner in Living Tax Strategies LLC, a tax and accounting business serving the public. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm delivers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting both advisory programs and institutional consulting.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Paul Evans is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience, including 15 years at Edward Jones prior to joining Raymond James in 2021. Evans is involved in multiple business ventures under the SilverTree umbrella, including serving as president of The SilverTree Foundation, a nonprofit supporting local charities benefiting children. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal and public finance 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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Joshua S

Series 66

Scottsdale, AZ

Raymond James Financial

Joshua Stackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James in 2019. Outside of advisory work, he serves on the steering committee for Coconino County Parks and Recreation. 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 uses tailored non-discretionary planning and analytic tools to support client goals and maintains unique municipal advisory capabilities along with specialized employer-sponsored retirement plan services.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Leonard Hall III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James and related entities in 2022. He is also associated with SilverTree Collective and Silvertree Wealth Partners in Scottsdale, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, 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 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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