Travelers Rest, SC 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
42 Plaza Dr
Travelers Rest SC 29690
Advisors at this office
3
Advisors at this office
Edgar P
Series 63, Series 66
Travelers Rest, SC
Raymond James Financial
Edgar Pouch III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Gateway Wealth Strategies and Bank of Travelers Rest, where he is also an associate and financial advisor. He also serves as branch manager of Gateway Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.
Mitchell G
Series 66
Travelers Rest, SC
Raymond James Financial
Mitchell Garrett is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked with firms including Equitable Advisors and Northwestern Mutual. Garrett is also involved with Gateway Wealth Strategies, where he serves as an associate. 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 institutions. The firm offers tailored, non-discretionary advisory services and integrates advanced analytical tools and technology in its investment approach.
Michael C
Series 63, Series 65
Travelers Rest, SC
Raymond James Financial
Michael Candee is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2026, following prior roles at LPL Financial, INVEST Financial Corp, and United Community Banks, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and supports advisory programs through a large network of advisors.
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