Watkinsville, GA Electric Ave Office

Team
Updated today
Raymond James Financial logo

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

1725 Electric Ave, Unit 330

Watkinsville GA 30677

Advisors at this office

6

Advisors at this office

user avatar

David R

Series 66

Watkinsville, GA

Raymond James Financial

David Richt is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as positions in music management and hospitality. 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, pension plans, 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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Erin K

CFP®, Series 66

Watkinsville, GA

Raymond James Financial

Erin Krueger is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the CFP® designation and has worked with Raymond James and SunTrust Advisory Services in various capacities since 2015. Outside of her advisory role, she provides administrative support for a coworking space in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through its advisory programs and affiliated firms.

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

Kayli R

Series 66

Watkinsville, GA

Raymond James Financial

Kayli Rante is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 11 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at Suntrust Advisory Services and Suntrust Investment Services. Outside of her advisory role, she is a dance teacher at Dance FX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized programs in areas such as municipal finance and retirement plan 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 F

Series 66

Watkinsville, GA

Raymond James Financial

John Flippen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 21 years of industry experience. His career includes positions at Suntrust Investment Services and Suntrust Advisory Services before joining Raymond James in 2018. Flippen is a partner in The Avenue Wire Park Wealth Management and is involved with several affiliated entities in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports clients through various advisory programs and specialized municipal and retirement plan services.

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

Series 66

Watkinsville, GA

Raymond James Financial

Doyle Dominy is a financial advisor with Raymond James Financial who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee managing assets in a family trust. 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 institutions. The firm offers tailored non-discretionary planning using risk profiling and modeling 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
user avatar

Michael H

Series 66

Watkinsville, GA

Raymond James Financial

Michael Hobbs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2018, he worked at SunTrust Advisory Services and SunTrust Investment Services. Outside of advisory work, Hobbs is involved in developing and managing a co-working space through 330 CoWork, LLC. 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 institutional clients. The firm offers tailored non-discretionary planning and investment consulting using risk profiling and modeling tools, supporting implementation through various advisory programs.

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