Williamsburg, VA Scotland Street Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

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

411 Scotland Street

Williamsburg VA 23185

Advisors at this office

5

Advisors at this office

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Shannon C

Series 66

Williamsburg, VA

Raymond James Financial

Shannon Crank is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she is employed as an associate at Legacy Financial Group LLC, where she supports operational and cashiering duties as well as assisting the branch 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

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

Thomas M

Series 66

Williamsburg, VA

Raymond James Financial

Thomas Mowry is a financial advisor with Raymond James Financial in Williamsburg, VA, holding a Series 66 designation. He has been with Raymond James Financial since 2026 and has prior experience at Legacy Financial Group and ATI. Outside of finance, he was involved with the Colonial Williamsburg Fife and Drum from 2014 to 2016. 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 employs tailored, non-discretionary planning and consulting using analytical tools such as risk profiling and probability modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 66

Williamsburg, VA

Raymond James Financial

Iris Porush is a financial advisor with Raymond James Financial in Williamsburg, VA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been affiliated with Raymond James and Legacy Financial Group, LLC since 2009. Porush serves as a board and committee member of the Williamsburg Community Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

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

Series 66

Williamsburg, VA

Raymond James Financial

George Wright Jr. is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 18 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009 and is the owner of Legacy Financial Group in Williamsburg, VA, where he has worked since 2012. Wright also serves on the Endowment Investment Committee of St Martin Episcopal Church. 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 emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

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

CFP®, Series 66

Williamsburg, VA

Raymond James Financial

Walter Mowry is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial in Williamsburg, VA. He has worked with Raymond James Financial and its related entities since 2009 and also has been associated with Legacy Financial Group, LLC since 2010. Outside of advisory work, he is involved in managing real estate holdings and serves as a trustee for a trust account. 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 and consulting supported by analytical tools and maintains 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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