You’ll find the resources of a national leader right here at home.

Understanding the values of our community plays an important role in how we serve our friends and neighbors here in Atlanta. When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach, especially when it comes with the insight and experience of a hometown team of professionals.

Whether you are looking after the financial needs of your family, a small business or an entire corporation, you’ll find it at the Atlanta area branches of Raymond James.


Management Team

North Atlanta Branch

  • Jay Connolly
    Financial Advisor
  • Douglas Crenshaw
    Douglas Crenshaw
    Senior Vice President, Investments
  • Joshua Curran, CFP®
    Senior Vice President, Investments
    Financial Advisor

  • Peter Cwalina, CRPS®
    Vice President, Investments
  • Evan “Kyle” Davis, AAMS®, AWMA, WMS
    Managing Director
    Financial Advisor

  • Max Dean
    Max Dean, AAMS®
    Financial Advisor
    Accredited Asset Management Specialist

  • Hafeez Fazal
    Financial Advisor
  • Allan Gottlieb
    Allan Gottlieb
    Managing Director, Investments
  • Cody Hilbun
    Cody Hilbun, AAMS®, WMS
    Financial Advisor
    Accredited Asset Management Specialist

  • John Hoffman
    Financial Advisor
  • Lenard "Len" Iglar
    Vice President, Investments
  • Jeffrey Janus
    Jeffrey Janus
    Senior Vice President, Investments
  • Erik Lawser
    Erik Lawser, AAMS®
    Financial Advisor
  • Andrew Lipsey
    Financial Advisor
  • George “Ralph” Lipsey
    Vice President, Investments
  • Kevin McKane
    Kevin McKane, CFP®, CRPS®
    Financial Advisor
  • Harold “Ronald” Miller
    Managing Director, Investments
  • Joshua “Josh” Newman
    Financial Advisor
  • Matt Orren
    Matt Orren, JD
    Financial Advisor
  • Frederick Ross
    Frederick M. Ross, CFP®
    Senior Vice President, Investments
  • Thomas Rudderow
    Financial Advisor
  • Jeff Schultz
    Jeffrey “Jeff” Schultz, CFP®
    Senior Vice President, Investments
  • Gabriel “Gabe” Steagall
    Associate Vice President, Investments
  • Malcolm C. Tarver, III, CIMA®
    Senior Vice President, Investments
  • Tyler Thompson
    Financial Advisor Trainees
  • Martin Truax
    Managing Director, Investments
  • Mark Whatley
    Financial Advisor

Buckhead Branch

  • Bjorn Andersen, CFP®
    Vice President, Investments
    Financial Advisor

  • Edward Baldwin, Sr.
    Managing Director
  • John Boosalis
    Vice President, Investments
    Financial Advisor

  • Bill Carnes
    Robert “Bill” Carnes, CFP®
    Vice President, Investments
    Financial Advisor

  • Shane Carpenter
    Vice President, Investments
  • David Dillon
    Financial Advisor
  • Michael "Brendon" Douglas
    Financial Advisor
  • Warren Edge
    Financial Advisor
  • Robert “Bob” Fierman, CFP®
    Senior Vice President, Investments
  • William Fowler
    William Fowler, AIF
    Vice President, Investments
  • Richard Gilmore
    Richard Gilmore
    Senior Vice President, Investments
    Financial Advisor

  • Ellis Green
    Ellis Green, CIMA, AIF
    Senior Vice President, Investments
  • James “Jimmy” Hamilton
    Financial Advisor
  • Brandon Hatton
    Financial Advisor
  • Rogers Haydon
    Rogers “Trey” Haydon
    Vice President, Investments
    Management Consultant

  • Dale Herndon
    Financial Advisor
  • Lauren Iddins
    Financial Advisor
  • William “Bill” Lellyett
    Managing Director, Investments
  • Michael Lowe, Jr.
    Associate Vice President, Investments
  • Michael “Mike” Lowe
    Managing Director, Investments
  • Ashley Moss
    Ashley Moss, AAMS®, WMS
    Financial Advisor
  • William “Ross” Nelson
    Vice President, Investments
  • Cameron Parkhurst
    Vice President, Investments
  • Joseph “Joe” Patire
    Senior Vice President, Investments
  • Montrice Perry
    Financial Advisor
  • Teresa Rodriguez
    Financial Advisor
  • Clay Rucker
    Managing Director
    Senior Vice President, Investments

  • Robert “Bob” Schaffer
    Senior Vice President, Investments
    Financial Advisor

  • Robert “Bob” Schwartz
    Managing Director
    Senior Vice President, Investments
    Wealth Management Specialist

  • Thomas “Tom” Shoup
    Thomas “Tom” Shoup
    Senior Vice President, Investments
    Wealth Management Specialist

  • Michael Skrynecki
    Financial Advisor
  • Chris Stokes
    Financial Advisor Trainees
  • James Weymouth
    James Weymouth
    Senior Vice President, Investments
  • David Summers IV, CFA
    Senior Vice President, Investments
  • Raymond “Ray” Suplee
    Vice President, Investments
  • Richard “Mickey” Weil
    Richard “Mickey” Weil
    Vice President, Investments
  • Tim Dorothy
    Tim Dorothy, AAMS®
    Financial Advisor

Alpharetta Branch

  • Wesley “Wes” Brumfield, CFP®
    Vice President, Investments
  • Lindsey Doss
    Lindsey Doss
    Financial Advisor
  • Jordan Duggan
    Financial Advisor
  • John Haag
    Vice President, Investments
    Wealth Management Specialist

  • Joseph “Ed” Johnson, CFP®
    Vice President, Investments
  • Brian Keach
    Vice President, Investments
  • Paul Kerbey
    Vice President, Investments
  • John “Jack” Koch
    Vice President, Investments
  • James “Jimmy” Nichols
    Vice President, Investments
  • C. “Larry” Stephens
    Vice President, Investments
  • Matthew "Matt" Stucke, AAMS®, AIF
    First Vice President, Investments
  • Michael Witt
    Michael Witt, CFP®
    First Vice President, Investments
  • Michael Yellen
    Senior Vice President, Investments

Midtown Branch

  • Marta Shen
    Marta Shen JD, CPA, CFP®
    Senior Vice President, Wealth Management
  • AK Mashhoon
    AK Mashhoon CFP®, CRPS®
    Vice President, Wealth Management
  • Stephen Urbrock
    Financial Advisor

Griffin Branch

  • Cody Blissit
    Financial Advisor
  • Bryan Oglesby, CFP®
    Financial Advisor
  • Derrick Lewis
    Derrick Lewis
    First Vice President, Investments

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.