Ed RodriguezScott Whitley
Regional Director
828.651.9788 | Fax: 877.872.8903

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.

Ed RodriguezAllison Kypros
Assistant Regional Director
727.567.2874 | Fax: 727.567.8009

Allison joined Raymond James in 2000 and has held several roles within the firm. Following her initial position with Portfolio Reporting in St. Petersburg, Allison relocated to the Detroit Metro area with her family and managed the Portfolio Reporting/Pricing department in the Southfield Operations Center for two years. She then built and managed the PCGS-Southfield team, which included Branch Services, Client Services and the Central Region of Transition Management. After six years in this role, she relocated back to St. Petersburg in 2013 to assume the Regional Manager position for the Eastern Transition Management team. Her experience with management, operations and onboarding financial advisors has afforded her a targeted skill with acclimating advisors to the technology, as well as other resources throughout the firm.

Originally from South Carolina, Allison attended Clearwater Christian College in Florida and obtained her Bachelor of Arts degree. She holds her series 7, 66, 24 and 9/10 licenses and is a Registered Corporate Coach. Allison resides in Seminole with her husband and their two children.

Ed RodriguezDan Freed
Vice President, Business Development Consultant
941.224.5496 | Fax: 855.615.3539

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. After being consistently recognized as a top achiever, Dan was named 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 from 2008 through 2011, when he joined Raymond James Financial Services.  Dan served as Assistant Regional Director for the Mid-Atlantic region for more than three years. During that time he was a valuable and experienced resource for branch managers and financial advisors striving to develop efficient business models and taking their practices to the next level.

Dan is a graduate of the University of Florida and the Securities Industry Institute at the Wharton School.  He is also a Certified Investment Management Analyst™, Accredited Investment Fiduciary(r), holds the Series 7, 9/10, 24, 63 and 65 licenses, and is a licensed life, health and variable annuity agent.

John Tholen
Vice President, Business Development Consultant
727.481.1472 | Fax: 727.567.8009

John began his career with Raymond James in April 2000 with the Technology Training department. John has since held positions as a senior business systems specialist, IT product manager and sales development manager for the Mid-States Division of Ray­mond James & Associates.

Before his career with Raymond James, John served in the United States Air Force as a weather specialist. He currently holds the Series 7, 24, 66 and life, health and vari­able annuity licenses. John also has achieved the Wealth Management Specialist designation and is a Registered Corporate Coach. Originally from Fort Wayne, Indiana, John moved to Florida in 1996. He resides in Seminole with his son Cory. He enjoys golfing, boating, running, biking and coaching Little League baseball.

Brittany Webber
Business Development Associate
727.567.2139 | Fax: 866.597.4048