You’ll find the resources of a national leader right here at home.
Understanding the values of our community plays an important role in how we serve our friends and neighbors here in Atlanta. When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach, especially when it comes with the insight and experience of a hometown team of professionals.
Whether you are looking after the financial needs of your family, a small business or an entire corporation, you’ll find it at the Atlanta area branches of Raymond James.
Management Team
North Atlanta Branch
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David Crawford
Senior Vice President, Investments
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David Crawford, Jr.
Senior Vice President, Investments
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Joshua Curran, CFP®
Senior Vice President, Investments
Financial Advisor
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Peter Cwalina, CRPS®
Vice President, Investments
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William Genthert
Senior Vice President, Investments
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John Hoffman
Financial Advisor
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Lenard "Len" Iglar
Vice President, Investments
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Erik Lawser, AAMS®
Financial Advisor
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Andrew Lipsey
Financial Advisor
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George “Ralph” Lipsey
Vice President, Investments
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Josh Loud
Financial Advisor
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Ted Meihofer
Vice President, Investments
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Janina Morello
Financial Advisor
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Joshua “Josh” Newman
Financial Advisor
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Gabriel “Gabe” Steagall
Associate Vice President, Investments
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Malcolm C. Tarver, III, CIMA®
Senior Vice President, Investments
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Martin Truax
Managing Director, Investments
Buckhead Branch
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John "Quint" Andrews
Financial Advisor
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Bjorn Andersen, CFP®
Vice President, Investments
Financial Advisor
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Edward Baldwin, Sr.
Managing Director
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Scott Barnes
Financial Advisor Trainee
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Robert “Bill” Carnes, CFP®
Vice President, Investments
Financial Advisor
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David Dillon
Financial Advisor
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Laura Dollar
Financial Advisor
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Warren Edge
Financial Advisor
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Robert “Bob” Fierman, CFP®
Senior Vice President, Investments
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William Fowler, AIF
Vice President, Investments
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Richard Gilmore
Senior Vice President, Investments
Financial Advisor
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Ellis Green, CIMA, AIF
Senior Vice President, Investments
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Rogers “Trey” Haydon
Vice President, Investments
Management Consultant
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Lauren Iddins
Financial Advisor
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William “Bill” Lellyett
Managing Director, Investments
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Gabbie Lewis
Branch Operations Specialist
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Daniel McCalpin
Financial Advisor
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Ryan Meisemann
Financial Advisor
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Ashley Moss, CFP®, AAMS®, WMS
Financial Advisor
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Sara Munoz
Client Service Associate
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Clay Rucker
Managing Director
Senior Vice President, Investments
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Robert “Bob” Schaffer
Senior Vice President, Investments
Financial Advisor
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Brianna Shealey
Wealth Management Associate
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Thomas “Tom” Shoup
Senior Vice President, Investments
Wealth Management Specialist
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Michael Skrynecki
Financial Advisor
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Shaundra Stapleton, AAMS™, CDFA®
Financial Advisor
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Caitlin Stevens
Financial Advisor Trainee
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Chris Stokes, CFP®
Financial Advisor Trainees
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James Weymouth
Senior Vice President, Investments
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Raymond “Ray” Suplee
Vice President, Investments
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Richard “Mickey” Weil
Vice President, Investments
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Tim Dorothy, AAMS®
Financial Advisor
Alpharetta Branch
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Wesley “Wes” Brumfield, CFP®
Vice President, Investments
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Lindsey Doss
Financial Advisor
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John Haag
Vice President, Investments
Wealth Management Specialist
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Perry Holcombe
Financial Advisor
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Tim Holcombe, CFP®
Senior Vice President, Investments
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Joseph “Ed” Johnson, CFP®
Vice President, Investments
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Paul Kerbey
Vice President, Investments
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Matthew "Matt" Kreisler, AAMS®, CFP®
Senior Investment Portfolio Analyst
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Joe Mraz
Financial Advisor
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James “Jimmy” Nichols
Vice President, Investments
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Emily Schmutz
Financial Advisor Trainee
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Mark Silva
Financial Advisor
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C. “Larry” Stephens
Vice President, Investments
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Mark Sullivan
Financial Advisor
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Michael Witt, CFP®
First Vice President, Investments
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Steve Ryan
Financial Advisor
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Morgan Summers
Financial Advisor
Griffin Branch
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Derrick Lewis
First Vice President, Investments
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Jefferson "Tyler" Thompson
Financial Advisor
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.