News and Events
Cathie Wood, Ark Invest, visits Nashville Complex
Our Nashville advisors were delighted to have Cathie Wood, CEO/CIO Ark Invest, in our office today for an intimate opportunity to hear her outlook on innovation and the economy going forward.
Friends and Fashion 2023
Raymond James Nashville turned out in a big way to show their support for Friends and Fashion 2023. We loved supporting Monroe Carell, Jr. Children's Hospital at Vanderbilt for this fabulous event!
Welcome Ed Gaw & Theresa Moore
Raymond James welcomes Ed Gaw & Theresa Moore to our Cool Springs branch. Ed & Theresa were previously affiliated with Wells Fargo.
Pictured with members of our local management team L-R: Steve Crabtree, Ed Gaw, Theresa Moore, Andrew Fowler, and Julie Hippe.
2021 Gilda's Club Golf Classic
Congratulations to our Raymond James Nashville Area Complex team, who came in 1st place at the 2021 Gilda's Club Golf Classic. Cool Springs manager, Steve Crabtree (L), took home tournament MVP!
This premier tournament raises funds for Gilda's Club Middle Tennessee, a local non-profit that provides emotional and social support to anyone in our community impacted by cancer, including those diagnosed and family and friends.
Raymond James Cares
In the wake of Hurricane Ida's widespread devastation, Raymond James has committed $150,000 to ongoing relief efforts. $10,000 will be directed toward communities in Tennessee. Visit http://www.unitedwayhumphreys.org to learn how you can help.
18th Annual MTSA Golf Tournament
Cumberland Wealth Planning Group of Raymond James was the presenting sponsor at the 18th Annual MTSA Golf Tournament. Henry Terrell, financial advisor, is pictured with teammates.
Music City Mini Grand Prix
Raymond James associates and families had a great time supporting a wonderful cause for Rocketown and Big Machine Label Group inaugural MUSIC CITY “MINI” GRAND PRIX. The Raymond James car was driven by Samuel Seneker (son of Paul & Suzanne Seneker). The car won “best in show” and was customized by our very own, Joe Zenker!
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
S&P 500, NASDAQ Set Seven New All-Time Highs in July
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Stocks Lock in Mid-Year Gains; Growth Outlook Remains Strong
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Support Your Long-Term Plan Throughout the Summer
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5 Considerations for Your Social Security Strategy
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Strong Earnings and Stimulus Push Stocks Higher
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Quick Facts About the Bright Future of Solar Energy
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Loved Ones, Legacies and Life Insurance
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People Always Commercial
Tax Deadline Changed to May 17
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Volatility Continues as Fiscal Stimulus Package Takes Shape
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6 Key SECURE Act Takeaways for Individual Investors
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Go Red For Women
Several of our associates in our Cool Springs office showed their support by wearing red for the Go Red For Women campaign.
Volatility Spikes; First Monthly S&P 500 Loss Since October
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Opportunity Blooms in Tax Season
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This Should Be a Bright – If Bumpy – Year for Stocks
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Surprisingly, 2020 Was a Strong Year for Financial Markets
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A Deeper Look at the $900B Stimulus Package
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$900B Deal Reached – A Bridge to Recovery Package in Spring?
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Nashville Complex Quarantine Cookbook
From our kitchen to yours… We hope you and your family are staying safe during quarantine. What better way to find comfort during this time than a cookbook full of simple and delicious recipes for you and your family to enjoy together. Wishing you all a joyous holiday season! Happy Cooking!
Click here to enjoy our Nashville Complex Quarantine Cookbook.
Stocks Climb Higher; Seasonal COVID-19 Surge Poses Risk
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Welcome Shawn Rooney to Raymond James!
We are pleased to welcome Shawn Rooney to our Franklin – Cool Springs office. Shawn joins our branch from Edward D. Jones Rockford, IL office. Welcome to the Raymond James family (and to Tennessee), Shawn!
Stocks Push Even Higher on News of Promising Vaccine Trial
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Despite COVID-19 Uncertainty, Good News for Earnings and GDP
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Rough Day for Stocks as COVID-19 Cases Surge, Election Looms
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A Raymond James financial advisor can help you Live Your Life.
We care about you.
Your dreams. Your family. The causes you support.
The things that make your life like no other.
Make A Wish - Skeet Shooting Event
Our associates had a blast at this year's @MakeAWishMidTN Skeet Shooting Event! The event was started by Micah Lacher and Rusty Goodsell in 2019, and it raised more than $20,000 to support Make-A-Wish Middle Tennessee's wish granting efforts in its first year. We were excited to join in on this wonderful opportunity! #makeawish
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
Traditionally Slow September Blunts S&P 500 Peak
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Equities Pull Back From Early September Highs
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Raymond James Supports Jockeys & Juleps
Raymond James is a proud sponsor of the Downtown Franklin Rotary Club (DFRC) Jockeys & Juleps Kentucky Derby Party. Since this year was different than previous years, the DFRC got creative and came up with the idea to create Jockeys & Juleps Party Packs. With the support of Raymond James, the club sold 100 party packs and raised approximately $7,000 for its foundation. Click the link below to read the full article.
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
Chihuly Nights Patron’s Night at Cheekwood
Associates in our Nashville Gulch office attended the Chihuly Nights Patron’s Night at Cheekwood. Raymond James is proud to be a presenting sponsor of Chihuly in the Mansion.
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
September 2020 - Thoughts on the Market
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RJ CARES 2020
For this year’s August RJ Cares month, our very talented associates got creative and put their sewing skills to great use! Thanks to all of their hard work, we were able to donate 200 masks to the frontline healthcare workers at Vanderbilt University Medical Center! #RJCARES
S&P 500 Climbs Over 7% in August, Attains New All-Time High
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Stocks' Recovery Continues; NASDAQ Now Positive for the Year
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Volatility Reemerges After "Too Far, Too Fast" Stock Gains
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Message from Tom James
Market Volatility Update
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July Market Update
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Nashville Area Complex 2020 Sponsorships
We are thrilled to announce our Nashville Area Complex sponsorships for 2020!
Raymond James Nashville Area Complex will be sponsoring the Nashville Zoo’s Summer Sips Series for 2020. The Summer Sips Series includes Spring Flamingle (April 2nd), Brew at the Zoo (May 29th), Red White & Zoo (July 31st), and BooZ at the Zoo (October 15). For more information on the Summer Sips Series and other events at the Nashville Zoo please visit:
https://www.nashvillezoo.org/upcoming-events
Raymond James Nashville Area Complex will also be the sponsor of the Chihuly in the Mansion at Cheekwood. The Chihuly exhibit opens on April 25, 2020 and will feature large-scale installations in the gardens of the historic estate as well as pedestal works presented in the art galleries. For more information on Chihuly at Cheekwood please visit:
https://cheekwood.org/calendar/chihuly-at-cheekwood/
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
Roadshow with Larry Adams
Our Nashville Area Complex welcomed Raymond James CIO, Larry Adams, to Nashville. Our advisors and their clients enjoyed this lunch and learn at Richland Country Club, while listening to Larry’s presentation on the Ten Themes for 2020.
Click HERE to view the Ten Themes for 2020 presentation
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
Pictured (left to right): Steve Crabtree, Larry Adams, and Andrew Fowler
Rock Castle Winter House Concert
Pictured: Kristin Lee & Dave Pahanish
Pictured: The Lovers
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
January Market Update
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December Market Update
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2019 Raymond James Holiday Party
Happy Holidays from our Raymond James family to yours! We had a wonderful time at this year’s holiday party enjoying live music and delicious food with all of our associates!
Pictured (left to right): Andrew and Allison Fowler
Pictured (left to right): Janet and Steve Crabtree
Pictured (left to right): Eric Chaffin, Kyndra Chaffin, Randy Frame, and Janet Frame
Pictured (left to right): Jerrod and Ann Ralls Brown
Pictured (left to right): Amee Mercadal and Joe Zenker
Pictured (left to right): Julie Hippe, Darryl Thompson, and Lynn Thompson
Pictured (left to right): Gage Logan, Allison Fowler, and Lisa Gamble
Pictured (left to right): Nena Howden, Kathy Glover, Lisa Gamble, Kyndra Chaffin, Amee Mercadal, and Renee Reed
Pictured (left to right): Mark McLeod, Nicole McLeod, Suzanne Seneker, and Paul Seneker
Pictured (left to right): Christine Scruggs and Patrick Scruggs
Pictured (left to right): Lisa Gamble, Joe Gallivan, and Traci Gallivan
Pictured (left to right): Lisa Gamble and Gina Faulkner
Pictured (left to right): Renee and Ron Reed
Pictured (left to right): Eric Chaffin, Chuck Glover, Kathy Glover, Brandon Hall, and Kyndra Chaffin
Pictured (left to right): Mike Conley and Julie Hippe
Pictured (left to right): Lisa Gamble, Traci Gallivan, Joe Gallivan, and Paul Seneker
Pictured (left to right): Christine Scruggs, Kyndra Chaffin, Amee Mercadal, and Lisa Gamble
November Market Update
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Tom James Visits Nashville Complex
Our Nashville Complex loved having Tom James visit us at our Gulch office during his trip to Music City!
Pictured (left to right): Andrew Fowler, Tom James, and Steve Crabtree
Pictured (left to right): Lisa Gamble and Tom James
Pictured (left to right): Nena Howden, April Chapman, Renee Reed, Kyndra Chaffin, Lisa Gamble, Heather Watts, and Renee Newbold
Pictured (left to right): Tammy Alexander, Roper Fields, and Cindy Abbott
Pictured (left to right): Joe Gallivan, David Wills, and Suzanne Bradford
Pictured: Tom James
Pictured (left to right): Brandon Hall, Freda Evans, Matt Loftus
Pictured (left to right): Tom Fields, Tom James, B.V. Lawson, and Roper Fields
Pictured (left to right): Andrew Fowler and Tom James
Pictured (left to right): Renee Newbold and Janet Frame
Cookies
This time of the year we are especially thankful for our local partners like Thompson hotel, who delivers fresh Baked on 8th cookies to our office!
Halloween 2019
Nashville Gulch Office
Cool Springs Office
October Market Update
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Cool Springs Fall Bake Off
Our Cool Springs branch kicked off Halloween week with a bake off where all our associates brought in their favorite treats. The morning started off with branch manager, Steve Crabtree, making French toast followed by an afternoon of delicious homemade baked goods!
Chris Boyd Named to Financial Times 401 Top Retirement Advisors List
Congratulations to Chris Boyd in our Nashville Gulch office for being named to Financial Times 401 Top Retirement Advisors List for the third year in a row!
To see the complete list of winners please visit https://www.ft.com/content/c0cb89ee-b8f7-11e9-8a88-aa6628ac896c
Source: Financial Times 401 Top Retirement Advisors, October 2019. The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The Financial Times FT 401 Top Retirement Advisers award had 401 of the 770 advisor applicants being recognized as a Top Retirement Adviser. The FT asked large U.S. brokerages, independent advisors, and other wealth managers to identify qualified Direct Contribution (DC) plan advisor applicants. They partnered in research with Broadridge Financial Solutions who provided unique data from their proprietary database to help identify qualifying candidates. Financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total AUM. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Roughly 80 to 85 percent of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating.
September Market Update
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Childhood Cancer Awareness Month
Governor Bill Lee proclaimed September as Childhood Cancer Awareness Month in Tennessee to help raise awareness. Gage Logan, along with several others from Rally Foundation, St. Jude and pediatric cancer survivors met with Governor Lee and his wife, Maria, to commemorate the proclamation.
For more information on Rally Foundation or ways you can get involved please visit https://rallyfoundation.org/rally-nashville/
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
Raymond James CIO Larry Adam Predicts All-Time Stock Highs by Year-End
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2019 Mid States Sports League of TN Champions
Congratulations to Nena Howden in our Goodlettsville office and her women's softball team for winning the Mid States Sports League of TN championship for the second year in a row!
Diversion, Inversion, Submersion, Coercion… Oh My!
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Welcome Fields Wealth Management to Raymond James
We are thrilled to welcome Fields Wealth Management to our Cool Springs office. Roper Fields, Tom Fields, B.V. Lawson and Tammy Alexander join us from Wells Fargo and bring over 85 years of combined experience. For more information about Fields Wealth Management please visit www.fieldswealthmanagement.com
While Global Growth Slows, the Fed Offers a Boost
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Rock Castle Summer Songwriters Series
Lisa Gamble, David Wills and Kyndra Chaffin kicked off the Summer Songwriters Series at Rock Castle. Make sure to stop by and see us if you are planning to attend any of the Rock Castle events this year!
For a list of Rock Castle events please visit https://www.historicrockcastle.com/
Lipman Brothers Employee Health Fair
Freda Evans, Chris Boyd and John Hancock representatives enjoyed spending their afternoon seeing friendly faces at the Lipman Brothers Employee Health Fair.
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
Richard Vaughn celebrates 25 years at Raymond James
Congratulations to Richard Vaughn on his 25 year work anniversary on June 19th! Thank you for all of your hard work and continuing to be a part of Raymond James!
17th Annual Free Fishing Day
On Saturday, June 15th Pat McGrew, Scotty Norman and Vivian Chambers helped host the 17th annual Free Fishing Day for the children of the Boys and Girls Club of Middle Tennessee. The day was spent with plenty of fishing, food and fun!
Raymond James is not affiliated with and does not endorse the Boys and Girls Club of Nashville.
Nashville Symphony by the Lake
We had a ball at this year’s Nashville Symphony by the Lake! Our very own Freda Evans gave a wonderful introduction to welcome all the attendees and help kickoff the Symphony and the summer season at Rock Castle. For more information on the events offered throughout the year at Historic Rock Castle, please visit https://www.historicrockcastle.com/
Raymond James is not affiliated with and does not endorse Historic Rock Castle or the Nashville Symphony.
Trade Tensions Reach a New Pitch as June Begins
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RJ Cares
May is Raymond James Cares month and we teamed up to give back to our community! Our Nashville Area Complex associates volunteered with The Nashville Food Project in their kitchen to help prepare healthy snacks and nutritious meals. These meals are served to children, veterans, families, non-profits and community groups throughout the Nashville area.
Together, we make a difference to build, strengthen and grow our communities.
#RJCares #RJCulture
Raymond James is not affiliated with The Nashville Food Project.
Rally on the Runway
RJ Nashville was a table sponsor for this year’s Rally on the Runway event on Thursday, May 2nd. The New York style fashionably chic event featured fashion, food and fun. The Rally Kids were the highlight of the event, melting hearts as they walked the catwalk arm-in-arm with TN Titans player.
Nashville 3BE Advisor, Gage Logan, is the Rally Foundation Advisory Board Chair. Rally Foundation for Childhood Cancer Research empowers volunteers across the country to raise awareness and funds for childhood cancer research to find better treatments with fewer long-term side effects and, ultimately, cures.
For more information on this event and the Rally Foundation visit https://rallyfoundation.org/rally-with-us/rally-on-the-runway-nash/
Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.
Trade Tensions Escalate; Markets Decline
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2019 Jockeys and Juleps
Raymond James Nashville Complex was a proud sponsor of this year’s Jockeys & Juleps Kentucky Derby Party. Associates from our Cool Springs branch had a wonderful time celebrating the 145th running of the Kentucky Derby! The event was held on Saturday, May 5th at the Park at Harlinsdale.
Pictured (left to right): Renee Newbold, Steve Crabtree, Janet Crabtree and Julie Hippe
Pictured (left to right): Matt Loftus and Jessica Benson
Pictured (left to right): Mike Hardwick, Stephanie Hardwick, Polly Hardwick and Steve Hardwick
Pictured (left to right): Renee Newbold, Janet Crabtree, Steve Crabtree, Mike Forster
Taylor Swift made a surprise appearance at her mural located right across the street from our Gulch office. Our associates were very happy to welcome Taylor back to her hometown!
Determining a Cash Strategy for Your Clients
First Quarter Market Review
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Rock Castle Sponsorship
(pictured left to right: Scott Denton (President/CEO of Rock Castle), Andrew Fowler and Lisa Gamble)
We are thrilled to announce that our Nashville Complex is a legacy sponsor for the 2019 - 2020 Historic Rock Castle events. For more information about the events and Rock Castle please visit https://www.historicrockcastle.com/
February Capital Markets Review
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Congratulations to Andrew Fowler for being recognized among Forbes Best-in-State Wealth Advisors for 2019!
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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Monthly Capital Markets Review
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We Wear Red
One in three women are affected by heart disease. That's a third of mothers, wives, sisters and friends. In support of women’s heart health, our Nashville Gulch office proudly wears their RED! #RJCares #WearRedDay @American_Heart
Lisa Gamble named Southern Division Operations Manager of the Year
Congratulations to our Complex Administrative Manager, Lisa Gamble, for winning this year's Southern Division Operations Manager of the year. We are so proud of all of her hard work and accomplishments!
This is an internal RJA award and is not based on investment performance in any way.
Boulevard Bolt 2018
We are very thankful for our team of advisors, sales assistants and their families who spent their Thanksgiving morning volunteering at the Boulevard Bolt to help serve water and cheer on all of the runners! The Boulevard Bolt is an annual Thanksgiving Day 5 mile run up and down Belle Meade Blvd to raise money for the homeless community in Nashville.
Top Performers Celebration 2018
Congratulations to all of our top performers in the Nashville Area Complex! We were so excited to celebrate all of you with an afternoon at Topgolf. Thank you for all of your hard work and success!
Pictured (left to right): Steve Crabtree and Andrew Fowler
Pictured (left to right:) Gage Logan, Jason Patterson, Travis McAfee, Steve Hardwick, Danny Pugh and Reid Mitchell
Pictured (left to right): Julie Hippe, Michelle Bratton, Nena Howden, Chontel Bracey and Jeanne Basso
Pictured (left to right): Joe Rowland, Andrew Fowler and Suzanne Bradford
Pictured (left to right): Nashville Gulch 3BE FAs - Chris Boyd, Freda Evans and Pat McGrew
Halloween 2018
2018 Women's Symposium - September 26-28, Tampa, FL
Raymond James' Nashville offices are proud to give back to the communities in which we work and play by sponsoring Symphony by the Lake, part of the Nashville Symphony's 2018 Community Concert Series, helping them bring FREE music performances to the middle Tennessee area.
Suzanne Bradford, Freda Evans and Lisa Gamble enjoyed visiting with Division Director, Dick Ferguson at the 2018 Women's Symposium
Freda Evans visits with Tom James at the Women's Symposium Cocktail Reception
Pictured Left to Right: Dick Ferguson (Division Director), Freda Evans, Van Thompson (Regional Director) and Mike Gibbs (Chief Portfolio Strategist)
RJ Associates Support Rally Nashville
Our associates loved helping support the RALLY foundation during Pediatric Cancer Awareness month at Tazikis! We are #GOLDSTRONG! RALLY foundation is an organization whose mission is to raise money to fund childhood cancer. The foundation has funded grants for many of the children's hospitals across the country, including Vanderbilt Children's and St. Jude. Our Financial Advisor, Gage Logan serves on the advisory board for RALLY.
Summer Fades as Domestic Stocks Gain - Click here to read the full story
Raymond James Cares Month
While Raymond James Cares is a year-long community involvement initiative, one month each year is officially designated as Raymond James Cares Month – a period of 31 days when our associates team up to give back to their communities. Throughout 2018 RJ Cares month, associates from our Gulch and Cool Springs offices volunteered with Nashville Food Project. Our teams spent time in the "Grow Garden" where they worked hard pulling weeds, planting seeds, harvesting fresh produce, and in the kitchen preparing healthy snacks and nutritious meals with the fruits and vegetables that were harvested in the previous weeks. These meals are served to children, veterans, families, non-profits and community groups throughout the Nashville area. We had a wonderful time giving back to our community and look forward to continuing to support the Nashville Food Project! #RJCares
SYMPHONY BY THE LAKE - 2018
Raymond James' Nashville offices are proud to give back to the communities in which we work and play by sponsoring Symphony by the Lake, part of the Nashville Symphony's 2018 Community Concert Series, helping them bring FREE music performances to the middle Tennessee area.
Members of Hendersonville High School USMC Junior ROTC Corp of Cadets present the colors before the Nashville Symphony Performance
Photo Credit: Don Claussen - Trap the Light Photography
An estimated 5,000 people came by land and lake to enjoy the Nashville Symphony's performance that was part of the symphony's 2018 Community Concert Series
Photo Credit: Michael Sands
A peek from behind the stage
Photo Credit: Don Claussen - Trap the Light Photography
Several of our associates brought their friends and family to the show - pictured here (l-r) are Marian Andreescu, Mandie Leung, Randy Frame, and Janet Frame
Photo Credit: Don Claussen - Trap the Light Photography
Enrico Lopez Yanez conducting the evening's performance
Photo Credit: Don Claussen - Trap the Light Photography
Raymond James is proud to stand with others in the community to support such a worthwhile event for the community
Photo Credit: Don Claussen - Trap the Light Photography
PRESENTING SPONSOR FOR NASHVILLE SYMPHONY BY THE LAKE
Rock Castle State Historic Site will host the Nashville Symphony during its 2018 Concert Series. Its mission is to bring music to everyone, through a series of FREE community concerts at venues throughout Middle Tennessee.
Raymond James' Nashville offices are proud to be the presenting sponsor for this event on Saturday, June 9th at Rock Castle Historic Site. Join us for a night of music and fun - gates open at 5:00 pm and concert begins at 7:30 pm.
For more information on this event please visit, https://www.historicrockcastle.com/calendar/symphony-by-the-lake-2018
OUR ASSOCIATES ARE READY FOR GAME 5 TONIGHT IN SMASHVILLE!
BURTON HILLS CONSOLIDATES WITH GULCH AND COOL SPRINGS
NASHVILLE, Tenn. - Raymond James is making changes to its real estate and management structure in the Nashville market to better accommodate associates and clients. The acquisition of Morgan Keegan in 2012 increased Raymond James’ brand in the market, but left associates fragmented geographically. The firm is excited to streamline its efforts by opening new locations and relocating employees.
Three existing branches in the Nashville area will merge at the site of a new Cool Springs branch, located just one floor above the previous Cool Springs location at 1550 W. McEwen Drive. This new branch office spans 9,827 square feet and will be completely remodeled before opening. An additional six advisors and two associates from the firm’s Burton Hills office will join the Cool Springs office upon consolidation, giving the new Cool Springs office a total of 16 advisors and eight branch associates with additional room for expansion.
The new Cool Springs branch will be led by branch manager Steve Crabtree. Crabtree joined Raymond James in 2008 after serving as branch manager for the J.C. Bradford & Co./UBS Financial Services office in Cool Springs.
“We are excited to increase Raymond James’ presence in Williamson County. Our clients and associates will both benefit when we consolidate our offices at the McEwen office building,” said Crabtree.
The remaining 16 Burton Hills associates moved to the complex’s Gulch Crossing location at 1033 Demonbreun Street in early March. The Gulch branch has expanded to an additional 5,000 square feet to accommodate the new arrivals. Nashville complex manager Andrew Fowler believes the consolidation of the two offices will introduce more collaboration opportunities, effectively streamline management and contribute to the overall growth and success of Raymond James.
Raymond James’ commitment to Tennessee - and to the Greater Nashville area in particular - is only growing stronger, a fact evidenced by the company’s expansion in the market over the past decade. In addition to the Gulch branch, the Nashville Complex encompasses branches in Franklin, Murfreesboro, Goodlettsville and Columbia, as well as a branch in Murray, Kentucky, with Fowler leading as complex manager. He feels the firm’s client-first perspective and longstanding stability will continue to have a positive impact in the area for years to come.
When asked about the Nashville moves, Fowler said, “We are excited Raymond James has made the financial commitment to the Nashville market. These moves signify the final demolition of the Morgan Keegan/Raymond James wall in Nashville, and I strongly believe our firm, our associates and (most importantly) our shareholders and clients will reap the long-term rewards of our consolidation and management changes,” said Fowler.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $732 billion. Additional information is available at www.raymondjames.com.
Halloween 2017 at Raymond James
2017 Women's Symposium
Freda Evans and Ellen Dennis visit with Tom James at the 23rd annual Women's Symposium, held October 11-13, 2017, in Tampa, Florida.
Raymond James will donate $100,000 toward Hurricane Harvey relief
Just days after Category 4 Hurricane Harvey made landfall along the Texas coast, tens of thousands of people from Houston, southeast Texas and southwest Louisiana are still reeling from the impacts of the storm. Countless residents have been trapped in their flooding homes, while others escaped to local shelters, leaving their damaged homes behind. As rain is set to continue in the days ahead, the flooding will likely increase, with some areas receiving up to 50 inches of rainfall.
The effects of Hurricane Harvey have already been devastating, with countless people injured and the death toll rising. Houston, the fourth-largest city in the United States, has been engulfed by flooding. At this point, the amount of long-term damage to homes, businesses and government buildings throughout the area is unknown.
Teams like the American Red Cross have been working around the clock since the storm made impact to provide lifesaving shelter, meals, relief supplies and support to individuals and families in need.
It’s important to let those whose lives were affected by this severe weather know the rest of the country is here to help, too. To show our support, Raymond James will donate $100,000 toward Hurricane Harvey relief efforts in impacted areas. This donation will help provide rescue, shelter, food, relief items, emotional support and assistance to those in need.
Raymond James Regional Conference 2017
Katie Routh, Freda Evans, and Nicole McLeod at the Raymond James Regional Conference 2017 - Omni Hotel, Nashville, TN.
The Raymond James Elves
This year, several employees worked together to adopt six children for Christmas, in lieu of exchanging gifts. Thanks to everyone's generous contributions (and a few of our elves who are great deal finders) we were able to give each child a warm winter jacket, hat, gloves, shoes, clothing, games, and lots of fun toys.
2016 Halloween Fun
Raymond James Cares for the Nashville Food Project
Several employees recently spent the afternoon cooking at the Nashville Food Project. Raymond James is proud to support their mission!
We have a winner!
Thanks to the generosity of our employees and a corporate match by Raymond James, our branch recently provided school tee-shirts to more than 300 students at Alex Green Elementary. 4th grade students were invited to submit a design to be voted on by the student body - the winner's artwork was printed on the shirts.
Sunnyside Up!
Chris Boyd and Nicole McLeod showed their support for the American Heart Association at Earl Swenson & Associates' Sunnyside Up fundraising event.
The Gouls of the Gulch
RAYMOND JAMES GIVES BACK
Raymond James Cares
Raymond James Cares is a firm-wide community service program designed to centralize and track new and existing community service efforts by advisors and associates. The firm supports this initiative throughout the year but spotlights it annually by declaring August "Raymond James Cares Month". This year, our branch collected food items and over $580 for Little Guys Foundation and the Patty Dunn Memorial Back Pack Attack Program.
The Little Guys Foundation provides a food pantry for families in Robertson and Sumner Counties in Middle Tennessee. On average forty families are served each month by this organization and this figure has steadily climbed over the summer months.
The Patty Dunn Memorial Backpack Attack Program provides backpacks of food to students in the Robertson County school system who have been identified as being at risk of having little or nothing to eat over the weekends. In the 2012-2013 school year over 100,000 meals and snacks were provided to students.
American Heart Association Stroke Awareness
Several associates recently spent the afternoon learning about CPR during the American Heart Association's stroke awareness month.
2015 Sales Associate Appreciation Day
Our amazing assistants enjoyed a night at local Dabble Studios. Everyone participated in a knife skills/cooking class, where they created their own "pie" and torched crème brulee; then, painted a wine glass to take home.
Raymond James donates $50,000 to the East Tennessee Chapter of the American Red Cross
This winter, a band of severe weather swept through Tennessee and the surrounding region, leaving much of the state without power for almost two weeks. The extreme weather created dangerous road conditions, freezing temperatures and sadly claimed the lives of 30 people. Tennessee declared a state of emergency February 16 through March 6.
The American Red Cross is providing medical support, meals and personal comfort items to people impacted by the winter storms. It's important to let those whose lives were affected by the severe weather and accompanying power outages know that the rest of the country is here to help, too.
To show our support, Raymond James is donating $50,000 to the East Tennessee Chapter of the American Red Cross to provide shelter, food, emotional support and assistance to those in need. If you would like to help, I encourage you to make a donation - of any amount - through your local Red Cross chapter (redcross.org or 1-800-RED-CROSS) or another relief organization of your choice.
Raymond James is not affiliated with the American Red Cross.
War Memorial Auditorium Client Dinner
With the help of a few generous annuity and mutual fund sponsors, we recently hosted a special evening for clients and prospects at Nashville' historic War Memorial Auditorium. Guests arrived in the majestic courtyard where they enjoyed cocktails, hors' devours, and lively music from Nashville Chamber Players Jazz Trio. A seated dinner followed in the auditorium, renowned for its perfect acoustics, provided the perfect setting for an intimate performance by Lorrie Morgan. Click here to see more photos from the evening.
Making a Difference –– W. O. Smith Music School
Branch manager, Bill Lynch, presents W. O. Smith executive director, Jonah Rabinowitz, with a $5,000 donation on behalf of Raymond James. W. O. Smith Music School makes affordable, quality music instruction available to children from low-income families. Students receive their lessons, ensembles, instruments, and musical materials for the cost of $0.50 per lesson. Raymond James is proud to play a part in the school's mission of transforming lives through music.
It's Tomato Time in Tennessee
Now an annual (and much anticipated) tradition in our branch . . . Hueston Marshall delivers a truckload of homegrown tomatoes, cucumbers, squashes, and homemade zucchini bread!
Giving Back
Bill Lynch (Branch Manager) and his wife, Rita, donate flowers from a client event to a local assisted living facilty. 
Click here to see photos.
Raymond James Announces Lease Agreement
For New Nashville Office At Gulch Crossing – Click here to read the full press release.
Transparency, technology and trading – Click here to read the full story.
War Memorial Auditorium Announces Raymond James as Concert Series Sponsor – Click here to read the full story.
Raymond James Supports Eve of Janus
Raymond James is proud to support the 2013 Eve of Janus, to be held July 27th at Schermerhorn Symphony Center. This event, which raises funds for the Tri Delta Pediatric Hematology Oncology Program, is Vanderbilt Children’s Hospital’s longest-running fundraising event. Click here to see photos from the patron’s party. To learn more about Eve of Janus, visit www.nashvilledeltas.com.
Stocks advance – Dow close to record high – Click here to read the full story.
Congratulations to Bill Lynch for being selected as one of On Wall Street magazine’s Top 100 Managers list! Finalists will be announced in May 2013.
Stocks Up for 2012, Continue to Climb After Fiscal Cliff Deal – Click here to read the full story.
2012 TPAC Gala
Raymond James was a proud sponsor of this year’s TPAC Gala, held at TPAC’s Jackson Hall on August 25, 2012. The theme of this year’s gala was CATCH ME IF YOU CAN and guests were asked to wear their best 1960’s cocktail attire. Raymond James will present the Broadway production at TPAC January 22-27. Click here to see more pictures from this fun-filled evening.
Nashville Business Journal’s Small Business Awards
Raymond James partnered with Comcast Business to present Nashville Business Journal’s Small Business Awards on August 17, 2012, honoring Nashville’s fastest-growing small businesses. Click here to read more about the event.
NikiNutrition Luncheon
Niki Bradshaw, a registered dietician/licensed nutritionist visited the Nashville branch in June for an informational luncheon covering everything from calculating your BMI to converting recipes to make them lighter and healthier – she even brought a sampling of her delicious "Kale Chips". Get more information about Niki’s healthy eating tips at www.NikiNutrition.com.
One of Nashville’s Best Places to Work
Kate Herman, President & Publisher at Nashville Business Journal, presents Bill Lynch with an award for being selected as one of Best Places to Work in Nashville, which honors companies going above and beyond to create the best workplaces in middle Tennessee.
Hospital Hospitality House Dinner
The Hospital Hospitality House of Nashville provides housing for families and patients receiving medical treatment in Nashville hospitals – a "home away from home" for patients and caregivers – providing lodging, meals, and other supportive services. Wonnie Short, a financial advisor in the Nashville branch, partnered with several clients to provide a home cooked Easter meal for the residents of the house this spring. Click here to see more photos from the event.
Loveless Barn Dinner
October 27, 2011 – The associates of our Nashville and Cool Springs branches were joined by family, friends, associates, and clients for a spectacular evening at Loveless Barn. Guests enjoyed pre-dinner entertainment by the John Swaim Bluegrass Band then enjoyed a Loveless Café dinner. After dinner, all were entertained by an unforgettable performance by Pam Tillis’ Acoustic Trio. Click here to see more photos from the event.
Habitat For Humanity
Raymond James was proud to be a part of the Nashville chapter of Habitat for Humanity's Inaugural Women Build, on October 29, 2011.
Pictured: (Front Row L-R) Janet Frame, Perrie Gibbons (Back Row L-R) Ginger Kelly (wife of Chris Kelly), Lisa Gamble, Tori Wilt, Amee Mercadal, Angela Williams, Traci Gallivan (wife of Joe Gallivan), Bill Lynch (Branch Office Manager), Suzanne Bradford.
Forbes “One of America’s Most Trust Worthy Companies”
Kiplinger - Raymond James - On Solid Ground