Bob is a 1976 graduate of Vanderbilt University. After a five-year stint with Ralston Purina, he returned to his beloved North Georgia to join Carson Advisory. After satisfying licensing requriements in 1987, he began serving as branch manager reponsible for the day-to-day operations. Bob's concentration is asset management.
R.J. has a degree in economics from the Terry College of Business at the University of Georgia. Additionally, he holds the Chartered Retirement Plans Specialist designation from the College for Financial Planning in Denver, Colorado. R.J. joined Carson Advisory in 1995 and focuses on 401(k), SIMPLE IRA and other retirement plans.
Scott has been a financial advisor since 1987. After graduating from the University of North Carolina - Chapel Hill in 1984 with a B.A. in Communications, Scott worked as a producer at CNN Sports in Atlanta before entering the financial services industry. Scott left a 20-year affiliation with Smith Barney to join Carson Advisory and Raymond James in 2008. Scott's specialty is Modern Portfolio Theory/Asset Allocation and retirement cash flow analysis, with a focus on risk management.
Jim has a degree in Banking and Finance from the University of Georgia's Terry College of Business. In addition Jim received a minor degree in Japanese language and literature from the University of Georgia. He has been a financial advisor since 2003 and specializes in working with individuals, businesses, and non-profit organizations regarding comprehensive financial planning, risk management, and tactical asset management and allocation.
Chris is a 1978 graduate from the University of Georgia’s Terry College of Business. He spent 21 years in the stock brokerage industry before retiring from Wachovia Securities in December 2002. He then went on to open the Hilltop Grille located in Athens, GA. Still part owner of the Hilltop, Chris decided to re-enter the brokerage industry with Carson Advisory in 2009. He currently works with wealthy individuals on investments solely in the stock market.
Marge is part of our outstanding administrative and support staff, which has more than 40 years of combined experience in the financial services industry. All of our staff are well-versed in the administrative requirements involved with all aspects of our services.
Lindsey is part of our outstanding administrative and support staff, which has more than 40 years of combined experience in the financial services industry. All of our staff are well-versed in the administrative requirements involved with all aspects of our services.
Patty is part of our outstanding administrative and support staff, which has more than 40 years of combined experience in the financial services industry. All of our staff are well-versed in the administrative requirements involved with all aspects of our services.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.