Wilmington, NC 5815 Oleander Drive 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
5815 Oleander Drive, Suite 320
Wilmington NC 28403
Advisors at this office
3
Advisors at this office
Brandyn M
Series 66
Wilmington, NC
Raymond James Financial
Brandyn Miles is a financial advisor with Raymond James Financial in Wilmington, NC, holding a Series 66 designation and five years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2022 and previously at Equitable Advisors. In addition to his advisory role, he assists with client and office support at Sound Harbor Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using analytical tools to tailor strategies to client goals. The firm offers a variety of advisory programs and supports municipal and public finance services through a unique affiliation with a municipal advisor.
Bradley H
CFP®, Series 66
Wilmington, NC
Raymond James Financial
Bradley Hudson is a CFP® professional with 25 years of experience in financial advising, currently with Raymond James Financial in Wilmington, NC. He has worked at Raymond James Financial Services since 2006 and spent five years at Coastal Horizons from 2017 to 2022. Outside of his advisory role, he is the owner of Sound Harbor Aviation, LLC, which maintains and manages aircraft operations. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary advisory services using analytical tools to support client goals and maintains a notable affiliation with a municipal advisor that enhances its public finance capabilities.
Garrett H
Series 66
Wilmington, NC
Raymond James Financial
Garrett Haney is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. 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 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.
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