Tacoma, WA A Street Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

12

Of 6,434 advisors across 2,948 offices

Location

1301 A Street, Suite 800

Tacoma WA 98402

Advisors at this office

12

Advisors at this office

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Sean M

Series 66

Tacoma, WA

Raymond James Financial

Sean Martin is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Columbia Bank and the University of Puget Sound. Martin is also employed as an associate at Columbia Wealth Advisors, where he supports client onboarding and administrative functions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Deanna H

Series 63, Series 66

Tacoma, WA

Raymond James Financial

Deanna Hoyt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at UBS Financial Services and Cetera Investment Services LLC. Hoyt is also an associate at Columbia Wealth Advisors, where she supports financial advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, using a variety of implementation pathways tailored to client needs.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Nori H

CFP®, Series 66

Tacoma, WA

Raymond James Financial

Nori Henson is a CFP® and Series 66 registered advisor with Raymond James Financial, based in Tacoma, WA, and has three years of industry experience. Prior to joining Raymond James, Henson worked at Columbia Bank for over two decades. Outside of advisory work, Henson serves as a non-voting member of Columbia Banking Systems' 401(k) committee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by asset-allocation analysis and firm research.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Alec C

Series 63, Series 65

Tacoma, WA

Raymond James Financial

Alec Charles is a financial advisor with Raymond James Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His work history includes roles at Raymond James Financial Services, Columbia Bank, and Cetera Investment Services. Outside of his advisory roles, he has experience as an associate at Columbia Wealth Advisors, where he provided financial advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Sara S

Series 66

Tacoma, WA

Raymond James Financial

Sara Sanders is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning her advisory career in 2026. Her prior positions include roles at Columbia Bank and Umpqua Bank, as well as experience with Oregon State University and Jesuit High School. She has also been involved with CYO/Camp Howard. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and state and municipal entities. The firm offers tailored, typically non-discretionary advisory services and support for small business SIMPLE IRA plans through its SIACS program.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Kevin D

Series 65, Series 63

Tacoma, WA

Raymond James Financial

Kevin Donovan is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms including Columbia Wealth Advisors, Umpqua Bank, and Cetera. He serves as Director of Wealth Management at Columbia Wealth Advisors and Umpqua Bank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and maintains a notable focus on municipal and public finance clients.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Kristin J

Series 66, Series 63

Tacoma, WA

Raymond James Financial

Kristin Jordan is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She previously worked at Cetera and Columbia State Bank and has been associated with Umpqua Bank since 2007. Outside of advisory roles, she serves as a registered assistant at Columbia Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and has notable involvement in municipal and public finance.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Rhonda A

CFP®, Series 63, Series 65

Tacoma, WA

Raymond James Financial

Rhonda Arnett is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held senior wealth advisor roles at Columbia Wealth Advisors and Umpqua Bank since 2001 and previously worked with Cetera Investment Services. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities, with advisory services tailored through financial planning tools and risk-based reviews.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Hunter W

Series 66

Tacoma, WA

Raymond James Financial

Hunter Winter is a financial advisor with Raymond James Financial in Tacoma, WA. He holds the Series 66 designation and has recently begun his career in the industry, joining Raymond James in 2026. Prior to his current role, he worked at Columbia Bank and has held various positions outside the financial sector. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services and specialized programs for small businesses, supported by its extensive institutional and public finance capabilities.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Jennifer B

Series 63, Series 66

Tacoma, WA

Raymond James Financial

Jennifer Brandt is a financial advisor with Raymond James Financial in Tacoma, WA, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior experience includes roles at Columbia Bank and Cetera. She is also involved with Columbia Wealth Advisors in a support capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client assessments and supported by firm research and multiple implementation options.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Merry D

CFP®, Series 63, Series 65

Tacoma, WA

Raymond James Financial

Merry Dooley is a CFP® professional at Raymond James Financial with 24 years of industry experience. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia State Bank. She also serves as a Wealth Planning Manager at Columbia Wealth Advisors in Tacoma, WA. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Hung N

Series 63, Series 66

Tacoma, WA

Raymond James Financial

Hung Nguyen is a financial advisor at Raymond James Financial with nine years of industry experience. His background includes roles at Merrill, JP Morgan Chase, Bank of America, and Columbia Bank. He also has teaching experience at Seattle University. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored, typically non-discretionary advisory services and has specialized programs for small businesses, supported by its institutional resources and municipal finance affiliations.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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