Mid-Atlantic
Scott Whitley
Regional Director
828.651.9788 | Fax: 877.872.8903
scott.whitley@raymondjames.com
The challenges facing financial advisors and branch managers aren’t ones Scott had to learn about vicariously. He walked the walk and talked the talk as an RJFS branch manager himself in Greenville, South Carolina, where he faced his own tests in managing client relationships, interacting with Raymond James headquarters and doing the work of a financial advisor. “I can say ‘I understand what you are going through,’” he says, “and relate to the compliance, supervisory and sales issues I used to face.”
Scott believes that to carry out his supervisory duties he should interact with financial advisors as they interact with their clients. He wants to get to know branch managers, their practices, their goals and their ideal business models. Given that knowledge, he can better address any challenges and determine how Raymond James resources can be aligned to help.
Scott began his career in the financial services industry in 1989 when he opened a new branch office with Edward Jones. He joined Raymond James in 1995 as an independent contractor and has been part of the National Sales team since 2001.
Dan Freed
Assistant Regional Director
727.567.2874 | Fax: 727.567.8009
dan.freed@raymondjames.com
Dan became a financial advisor in January 2000 with the Huntington Investment Company in Sarasota, Florida. He received the Certified Financial Planner™ certification in 2003 and joined Morgan Keegan in 2004. While at Morgan Keegan, Dan served as director of the Financial Advisor Development Program at the company’s home office in Memphis, Tennessee. In this role, he coached advisors at various experience levels as they set out to grow their businesses. He later returned to Florida to serve as branch manager for the Sarasota office. Dan’s background provides a valuable and experienced resource for branch managers and financial advisors who strive to develop efficient business models and are prepared to take their practices to the next level.
Dan is a graduate of the University of Florida. He is also a Certified Investment Management Analyst™, holds the Series 7, 9/10, 24, 63 and 65 licenses, and is a licensed life, health and variable annuity agent.
Bob Hinson
Business Development Consultant
757.229.3412 | Toll-Free: 866.386.1767 | Fax: 757.229.3415
bob.hinson@raymondjames.com
Helping Raymond James grow means recruiting high-quality advisors and providing them with the tools and support they need to grow their own practices. Bob has been doing this since 1989. During his tenure with the firm, he has served as both a financial advisor and branch manager, and has gained what he says is a deep appreciation for the Raymond James culture of independence and an empathy for the concerns of advisors.
Christian Williams
Business Development Consultant
704.998.8913 | Fax: 727.567.8136
christian.williams@raymondjames.com
Christian has served many roles during his 17 years in the financial services industry, with all that experience giving him insight into what it takes to help advisors grow and how a firm like Raymond James can best support that growth. With Merrill Lynch, his career was a steady climb from financial advisor in Spartanburg, South Carolina, to branch manager in Washington, D.C., to district sales manager for four states. In 2003 he joined UBS and served in a variety of capacities, including director of UBS retail offices in North Carolina. He joined Raymond James Financial Services in 2007 to serve in the seven-state Mid-Atlantic region.
Christian holds Series 3, 7, 8, 63 and 65 securities licenses, as well as a life and health insurance license from North Carolina. A graduate of Florida State University, where he was an All-American golfer, Christian holds bachelor’s degrees in economics and political science. Prior to entering the financial services industry, Christian played professional golf on various tours in the United States.
He, his wife, Kristen, and their two children reside in Raleigh, North Carolina.
Jeff Adams
Business Development Consultant
727.567.5464 | Fax: 727.567.8136
jeff.adams@raymondjames.com
It was the prospect of growth that first attracted Jeff to Raymond James. Now he helps offer the same opportunity to other financial professionals by providing coordination and support to both current and prospective advisors of Raymond James Financial Services. He joined the firm in 2005 as a resolution specialist and earned the Series 7 license before making the move to Business Development. Jeff holds a bachelor’s degree in history from Presbyterian College and a Master of Science in human performance and sport studies from the University of Tennessee.
Jeff, who was born and raised in South Carolina, now resides in Tampa, Florida, with his wife and two sons.