Investor Access
 



Charles C. West & Associates
An Independent Firm

About Us

financial advisor imageCharles West
Financial Planner
Branch Manager
charles.west@raymondjames.com

Previous positions held:
Personal Investment Officer, Compass Brokerage, Inc.
Vice President, Compass Bank
Associate Branch Manager, MetLife Financial Services, Inc.


Education:
Business Administration, University of Mississippi


Community Groups:
Ft. Walton Beach Rotary Club
Finance Chairman, Boy Scouts of America - Choctaw District
Fort Walton Beach Chamber of Commerce

financial advisor imageBob Nelson
Financial Planner
robert.nelson@raymondjames.com

Previous positions held:
Wealth Management, Inc. - Financial Planner
Edward Jones - Financial Advisor
Retired U.S.A.F.


Education:
Auburn University - B.S. Industrial Engineering


Community Groups:
Fort Walton Beach Chamber of Commerce
Eglin AFB Aero Club
Past President, Niceville Rotary Club

financial advisor imageCandace Collister
Branch Office Assistant
candace.collister@raymondjames.com

Previous positions held:
A.G. Edwards and Sons, Inc. - Registered Assistant
Paine Webber, Inc. - Registered Assistant
Wealth Management, Inc. - Registered Assistant
Barnett Securities, Inc. - Registered Assistant


Education:
B.S. - Business Administration - University of West FL
Assoc. of Science - Nursing - Okaloosa Walton College


financial advisor imageChris Latta
CFP®
CERTIFIED FINANCIAL PLANNER™
Direct: 256-236-8875
chris.latta@raymondjames.com
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Previous positions held:
N.B.C. Securities - Birmingham, AL - Operations
Farmers & Merchants Bank


Education:
Jacksonville State University - Bachelor of Science
Samford University - Master of Business Administration


Community Groups:
Leadership Calhoun County
YMCA
Jacksonville Exhange Club

financial advisor imageClay Brock
Financial Planner
Investment Management Consultant
Direct: 256-236-8875
clay.brock@raymondjames.com
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Previous positions held:
SouthTrust Securities, Inc. - Trading Floor
Jon Kling Associates Financial Planning - Investment Administrator


Education:
University of Alabama - B.S. Finance - Investment Management - Economics


Community Groups:
Calhoun County & Gadsden AL Chambers of Commerce
Board - Calhoun County Achievement Foundation
Jacksonville Exchange Club

financial advisor imageKelly Latta
Registered Sales Assistant
Direct: 256-236-8875
kelly.latta@raymondjames.com
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Previous positions held:
Farmers and Merchants Bank
Ameriprise Financial Services - Sales Assistant


Education:
Bachelor of Science in Finance - Jacksonville State University
Currently enrolled for Master of Business Administration





Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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financial advisor image

29 Eglin Parkway
Fort Walton Beach, FL 32548
Phone: 850-865-8926
Fax: 850-796-2101

11490 Emerald Coast Pkwy
Suite 100
Destin, FL 32550
Phone: 850-796-2045
Fax: 850-796-2101

1429 Quintard Avenue
Anniston, AL 36201
Phone: 256-236-8875
Fax: 256-236-8366
Contact Us

Map & Directions

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC