Tuscaloosa, AL Towncenter Blvd. Office

Team
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Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 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

100 Towncenter Blvd., Suite 201

Tuscaloosa AL 35406

Advisors at this office

9

Advisors at this office

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Patrick H

CFP®, Series 63, Series 66

Tuscaloosa, AL

Raymond James Financial

Patrick Hargrove is a CFP® with 14 years of experience, currently serving as a financial advisor at Raymond James Financial in Tuscaloosa, AL. He has worked with various affiliates of Raymond James since 2013. Outside of his advisory role, he is an independent contractor partner at Warrior Investment Group LLC. 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 utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

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

Lindsey D

CFP®, Series 66

Tuscaloosa, AL

Raymond James Financial

Lindsey Deal is a CFP® and holds a Series 66 license with 15 years of industry experience. She is currently a financial advisor and partner at Thornhill Capital Management and has been affiliated with Raymond James Financial in various capacities since 2013. Prior to that, she worked at Morgan Keegan & Company, 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical modeling and maintains specialized programs in municipal advisory and SIMPLE IRA consulting.

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

Brandon S

CFP®, Series 66

Tuscaloosa, AL

Raymond James Financial

Brandon Stough is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial. He has worked with various branches of Raymond James since 2013. Outside of his advisory role, he serves on the boards of the Tuscaloosa County Economic Development Authority Foundation and Tuscaloosa Academy, where he reviews financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide client base that includes individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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

Series 66

Tuscaloosa, AL

Raymond James Financial

Elliott Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 12 years of industry experience. He has worked at various Raymond James entities since 2014. Outside of his advisory role, he serves on the Finance Committee of Indian Hills Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports a broad advisor network with specialized municipal and public-finance capabilities.

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

Series 63, Series 65

Tuscaloosa, AL

Raymond James Financial

Brockway Jones is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James and its affiliates since 2013, following prior roles at Morgan Keegan & Company and UBS Financial Services. Outside of his advisory role, Jones serves on the Alabama Department of Conservation’s Conservation Advisory Board, advising on hunting and fishing regulations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and supports a broad advisor network with specialized offerings including municipal advisory services 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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Thomas R

Series 66

Tuscaloosa, AL

Raymond James Financial

Thomas Ray is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously was involved with SimpleShip Holdings, LLC for nine years. He is also associated with Thornhill Capital Management, a non-investment-related support company based in Tuscaloosa, AL. 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 investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal finance and employer retirement plans.

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

Series 63, Series 66

Tuscaloosa, AL

Raymond James Financial

Mitchell Loper is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tuscaloosa, Alabama, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked with various Raymond James entities since 2013 and is currently a partner and financial advisor at Warrior Investment Group LLC. Outside of his advisory roles, he is a trustee managing family shares held in a revocable living trust and serves as a personal representative under a durable power of attorney. 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 planning and consulting using analytical tools and supports a broad advisor network with specialty services such as municipal advising and SIMPLE IRA Employer Advisory programs.

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

Rachel C

Series 66

Tuscaloosa, AL

Raymond James Financial

Rachel Culmer is a financial advisor at Raymond James Financial in Tuscaloosa, Alabama, with one year of industry experience and a Series 66 designation. She has been affiliated with Raymond James entities since 2023 and previously worked with the Historic Tuscaloosa / Tuscaloosa County Preservation Society for seven years. In addition to her advisory role, she is involved with Warrior Investment Group, a non-investment related business. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains a notable municipal advisory affiliation uncommon among large institutional advisors.

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

Alexandra T

Series 66

Tuscaloosa, AL

Raymond James Financial

Alexandra Tinsley Hughes is a Series 66-credentialed financial advisor at Raymond James Financial with seven years of industry experience. She has been with various Raymond James entities since 2018 and previously worked at Allstate. Hughes is also an associate at Thornhill Capital Management, where she engages with clients and handles service requests. 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, and institutional clients. The firm uses a tailored, non-discretionary planning approach 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
View complete list of advisors at this office
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