St. George, UT South 250 West 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
1173 South 250 West, Suite 212
St. George UT 84770
Advisors at this office
3
Advisors at this office
Nicholas W
Series 66
St. George, UT
Raymond James Financial
Nicholas Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He is also a partner at Woodbury, Mitchell & Finch, an accounting firm specializing in tax preparation, a role he has held since 2015. Outside of his advisory and accounting work, Wilson is a health insurance agent through Morganic Enterprises LLC. 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, pensions, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Brent S
Series 63, Series 66
St. George, UT
Raymond James Financial
Brent Shakespeare is a financial advisor with Raymond James Financial in St. George, UT, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at Raymond James since 2010 and was previously employed at Edward Jones. He is also the owner of Shakespeare Financial, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.
Scott F
Series 65, Series 63
St. George, UT
Raymond James Financial
Scott Finch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Raymond James in 2019, he was a partner at Woodbury, Mitchell & Finch LLC for seven years. Outside of his advisory role, he is involved in several business ventures including a partnership in an accounting firm and ownership of a management 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytic tools and maintains unique services such as municipal advisory affiliations and plan-level SIMPLE IRA consulting.
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