Dedicated to your financial well-being

Life is a journey that is constantly changing, which becomes more apparent as you reach milestones such as starting a business, having children or retiring from your career. Knowing who to turn to is vitally important at these times in life.

We’re here to offer a helping hand and sound financial guidance, just as we have for the many other families and individuals we are proud to call our clients. We welcome the opportunity to serve you and your family.

Get better acquainted with us and how we can help you

Leadership Team

Sam Chambers
Sam Chambers, AIF®
Senior Financial Advisor, RJFS Partner, Meridiem Advisory Group
Trip Phillips
Trip Phillips, AIF®, CPFA™, RICP®
Senior Financial Advisor, RJFS Partner, Meridiem Advisory Group
Derrick Sikes
Derrick Sikes, ChFC®, CFP®, RICP®
Senior Financial Advisor, RJFS Partner, Meridiem Advisory Group

Financial Advisors

Penn Cook
C Penton Cook
Senior Financial Advisor
John Doherty
John Doherty
Senior Financial Advisor
Ken Kobryn
Ken Kobryn
Senior Financial Advisor

Associate Advisors

Leeanne Dean
Leeanne Dean, CPA
Associate Advisor
Chris Griffin
Chris Griffin, MBA
Associate Advisor
Seth Meadows
Seth Meadows
Associate Advisor
Mitzi Rollins
Mitzi Rollins, AAMS™
Associate Advisor
Amanda Williams
Amanda Williams, RICP®
Associate Advisor

Support Team

Vanessa Wineberg
Vanessa Wineberg
Registered Branch Administration Professional

Raymond James Trust, N.A., is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Trust.

Sophisticated wealth management

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Meridiem Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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