Suffolk, VA 5806 Harbour View Blvd Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

8

Of 6,448 advisors across 2,955 offices

Location

5806 Harbour View Blvd

Suffolk VA 23435

Advisors at this office

8

Advisors at this office

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Robert L

Series 66

Suffolk, VA

Raymond James Financial

Robert Leavy is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at TowneBank and teaching positions at James Madison University and Nansemond Suffolk Academy. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Suffolk, VA

Raymond James Financial

Bryan Winter is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Honor Capital, LLC. Winter is also associated with Towne Wealth Management and TowneBank in Suffolk, VA. 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 supports municipal and public finance work through a 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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Andrea M

CFP®, Series 66, Series 63

Suffolk, VA

Raymond James Financial

Andrea Mc Murran is a Certified Financial Planner® with 25 years of experience in the financial services industry. She is currently a Vice President and Financial Advisor at Towne Bank, affiliated with Raymond James Financial Services Advisors, Inc. Her prior experience includes two decades at Monaco Capital Management, LLC and Raymond James Financial Services. Outside of her advisory role, she co-owns a real estate rental property with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various 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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Andrew R

Series 66

Sufflok, VA

Raymond James Financial

Andrew Rivenbark is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked with Raymond James and TowneBank since 2008. Rivenbark serves on the financial committees of New Creation United Methodist Church and St. Mary's Home, where he holds the role of Secretary/Treasurer in an advisory capacity. 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, corporations, charitable organizations, and institutions. The firm uses a non-discretionary, client-tailored approach supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 66

Suffolk, VA

Raymond James Financial

Andrew Bolling is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has been with Raymond James Financial since 2009 and has worked at Towne Bank since 2004. He serves as a board member on the Finance and Audit Committees for Nansemond-Suffolk Academy, a local private school. 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 work through affiliations uncommon among large institutional advisors.

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

Series 66

Suffolk, VA

Raymond James Financial

Robert Mcmurran is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 14 years of industry experience. He has worked at Raymond James and Townebank since 2014 and operates Towne Wealth Management. In addition to his advisory role, he is a licensed attorney and the owner of AMR Real Estate Properties, LLC, where he serves as property manager. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

Suffolk, VA

Raymond James Financial

Kenneth Wren Jr. is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and TowneBank since 2004. Wren serves as a board member for the Portsmouth Chesapeake Area Foundation, which provides grants to local schools for special needs equipment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and provides specialized municipal and public finance advisory services.

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

Series 66

Suffolk, VA

Raymond James Financial

John De Vore is a financial advisor with Raymond James Financial holding a Series 66 credential and one year of industry experience. His prior work includes roles at TowneBank, the United States House of Representatives, and the Senate of Virginia. He has also been involved with the Greater Williamsburg Chamber of Commerce and worked in local business and education settings. 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 clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers unique municipal and public-finance advisory services within a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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