More than planners, partners

Our financial advisors offer the experience, perspective and knowledge of a seasoned professional team, but most important, we offer partnership. We believe in investing in your goals as if they were our own and helping you plan for life – and all its facets – as you see it.

Leadership Team

Harmon
Sam Dickson Complex Manager

Complex Management Team

Nicholas Terlonge Branch Manager
Catherine
Cathy Rowan Complex Administrative Manager

Complex Management Team

Joby Childress Senior Branch Operations Manager
Lydia
Lydia Brieno Branch Operations Manager
Melissa Gartzke Branch/Complex Business Coordinator

Your Team Members

Matthew
Matt S. Chapman, AAMS®, AWMASM, WMS™, CPFA®, CLTC® First Vice-President, Investments
Jason
Jason Connally, CFP® Associate VP, Investments

Private Wealth Partners of Raymond James

Charles
Charles M Cooper, CDFA®, CEPA First Vice-President, Investments

Bridge Asset Management of Raymond James

View Website
Monica
Monica Crupper Client Service Associate
Gage
Gage Dahmann, CFP® Senior Vice President, Investments View Website
Jennifer
Jenny G. Davis, CFA®, CRPC™ Financial Advisor

Texas Capitol Group of Raymond James

View Website
Ross
Ross Dowling, CFP®, AAMS® First Vice President, Investments

Sage Creek Wealth Management of Raymond James

View Website
Sean
Sean Durkin Associate Vice President, Wealth Management
John
Robb Edgecomb, CFP®, CRPC® First Vice President, Investments

The Edgecomb Group of Raymond James

View Website
John
John Edgecomb Vice President, Investments

The Edgecomb Group of Raymond James

View Website
Brent
Brent Elyea, MBA, CRPC®, CEPA® Vice President, Investments

Bridge Asset Management of Raymond James

View Website
Teresa
Teresa Finney, CHFC®, CEPA®, WMS®, AIF® Senior Vice President, Investments

Texas Capitol Group of Raymond James

View Website
Justin French AMP Trainee
Juan
Juan A. Garcia, J.D., CEPA® Associate Vice President, Wealth Management

Texas Capitol Group of Raymond James

View Website
Michael
Michael Gertsch, MBA Sr. Registered Client Service Associate

Sage Creek Wealth Management of Raymond James

View Website
Jaryd Hartzell, MBA Registered Client Service Associate

Texas Capitol Group of Raymond James

View Website
Ana Francesca
Ana Hata Financial Advisor

Texas Capitol Group of Raymond James

View Website
William
Will Ho, CHFC®, CFP® Vice President, Wealth Management View Website
Rachel
Rachel Holland Sr. Registered Client Service Associate
Caitlin
Caitlin Kornblum Registered Client Service Associate

Thannisch Wealth Management of Raymond James

View Website
John
John E. Martin, CFP® Managing Director

Sage Creek Wealth Management of Raymond James

View Website
Michael
Michael V. McNamee, CFP®, CEPA® Financial Advisor

Dedicated Wealth Partners of Raymond James

View Website
Zach Moore Financial Advisor
John Muldoon Client Service Associate

Thannisch Wealth Management of Raymond James

View Website
Sara
Palmer Neuhaus, WMS™ Vice President, Investments
Raquel
Raquel Ovalle Sr. Branch Operation Specialist
Bonnie
Bonnie Perkins Sr. Registered Client Service Associate
Amy
Amy D. Polasek Sr. Registered Client Service Associate

Sage Creek Wealth Management of Raymond James

View Website
Miussett
Mia Salomon Sr. Registered Client Service Associate
Eugene
Trey Shepherd Financial Advisor
Mark
Mark Thannisch Managing Director, Wealth Management

Thannisch Wealth Management of Raymond James

View Website
William
Wilson Thannisch, JD, CFP® Private Wealth Advisor, First Vice President Investments

Thannisch Wealth Management of Raymond James

View Website
Judson
Judson Whigham, AAMS® Financial Advisor View Website

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use