Windsor, CO 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

1041 Main Street

Windsor CO 80550

Advisors at this office

6

Advisors at this office

user avatar

Gera F

Series 66

Windsor, CO

Raymond James Financial

Gera Fayas is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Raymond James and Bank of Colorado since 2024. Outside of her advisory work, she is involved in a family rental property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance through a unique affiliated municipal advisor.

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

Garrett R

Series 66

Windsor, CO

Raymond James Financial

Garrett Ramler is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of Colorado and First Interstate Bank, as well as service in the Wyoming Air National Guard since 2019. He also has a background with the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized services in municipal and public finance.

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

Patrick V

Series 63, Series 66

Windsor, CO

Raymond James Financial

Patrick Varney is a financial advisor with Raymond James Financial in Windsor, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Raymond James Financial Services since 2000 and at Bank of Colorado since 2007. Varney serves as trustee for family trusts and participates on the finance committee of a local Catholic church. He is also president of Bank of Colorado Investment Services. 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, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools 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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Kelly P

Series 66

Windsor, CO

Raymond James Financial

Kelly Purdum is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has worked at several firms, including Merrill and Northwestern Mutual Investment Services 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical 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

Alina S

Series 66

Windsor, CO

Raymond James Financial

Alina Shelton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch for five years before joining Raymond James and the Bank of Colorado, where she serves as a Senior Registered Client Service Associate. 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 clients. The firm offers tailored, non-discretionary consulting 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

Hunter K

Series 66

Windsor, CO

Raymond James Financial

Hunter Kasdorf is a financial advisor at Raymond James Financial with one year of industry experience. He previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience in the restaurant industry and construction design build. 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 consulting using advanced analytical tools and maintains specialized programs such as 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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