Winter Park, FL S New York Avenue 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
101 S New York Avenue, Suite 206
Winter Park FL 32789
Advisors at this office
2
Advisors at this office
Carter W
Series 66
Winter Park, FL
Raymond James Financial
Carter Webb is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Saltmarsh, Cleaveland and Gund and has been associated with Guard Financial Group since 2023, where he is involved in marketing activities. He has a background that includes roles in education at Florida Southern College and The First Academy. 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 using analytical tools and supports various wrap-fee advisory programs along with municipal and public-finance services.
Robert L
Series 65, Series 63
Winter Park, FL
Raymond James Financial
Robert Legenhausen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Aurora Training Advantage and First Protective Insurance Agency. He is also an author and actively developing a personal brand under Guard Advisory, including plans for a dedicated website and social media presence. 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 consulting using risk profiling and modeling tools, with a service platform that includes wrap-fee programs and specialized offerings for municipal and retirement plan clients.
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