St. Louis, MO Telegraph Rd Office

Team
Updated today
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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

6074 Telegraph Rd

St. Louis MO 63129

Advisors at this office

5

Advisors at this office

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Ashley H

CFP®, Series 66

St. Louis, MO

Raymond James Financial

Ashley Hendrix is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, Hendrix worked at Raymond James Financial Services, Inc. and held positions at Southeast Missouri State University and Tesson Heights Assisted Living. Hendrix is also a finance and investment committee member for the Ursuline Provincialate, participating in quarterly portfolio review meetings. 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 entities. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support its clients' goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

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

Darin B

CFP®, Series 63

St. Louis, MO

Raymond James Financial

Darin Basler is a CFP® professional with 39 years of experience in the financial services industry, currently with Raymond James Financial Services Advisors, Inc. since 2009. He previously worked at R.W. Basler & Co. Inc. for four years. Outside of his advisory role, Basler serves as president of the board for Joachim Golf Club, a nine-hole golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its 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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Daniel B

Series 63, Series 66

St. Louis, MO

Raymond James Financial

Daniel Basler is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at R.W. BASLER & CO., Inc. from 2014 to 2020. Outside of his advisory role, he serves as secretary of R.W. Basler & Co. Inc., a support 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, and institutions. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports various advisory programs, with notable offerings in municipal advisory and SIMPLE IRA employer consulting.

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

Series 63

St. Louis, MO

Raymond James Financial

Richard Basler is a financial advisor at Raymond James Financial with 56 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services, Inc. since 1976. Basler is involved with the Ursuline Provincialate as a member of its finance and investment committee. 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 offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside specialized municipal advisory and SIMPLE IRA consulting services.

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

William B

Series 66

St. Louis, MO

Raymond James Financial

William Basler is a financial advisor with Raymond James Financial in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, he worked at Moneta Group from 2015 to 2017. Basler serves as a finance and investment committee member for St. Pius High School, participating in budget and scholarship fund reviews. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

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