INSTITUTIONAL FIDUCIARY SOLUTIONS

WEALTH MANAGEMENT & FINANCIAL PLANNING PARTNERS

 
 
Dickson Logan, AIF®

Retirement Plan Consultant

Dickson is a Retirement Plan Consultant for Raymond James Financial with over 22 years of industry experience. He focuses his efforts with institutional clients and is actively involved in retirement plan design and technical issues which includes recordkeeper due diligence, plan design, investment policy statement development, fiduciary reviews and managing vendor relationships.

Dickson currently holds FINRA Series 6,7,9,10,24,63,66 registrations, as well as the Accredited Investment Fiduciary® (AIF®) designation.

Dickson has a military background and served in the US Navy. While in Fighter Squadron Thirty-Three he received numerous accommodations for serving in the Red Sea and Persian Gulf during Desert Shield/Storm.

Brad Powell, CFP®

Regional Marketing Director
Raymond James Insurance Group

Brad Powell is a Regional Marketing Director with the Raymond James Insurance Group, and has more than 25 years of experience in financial services. Brad spent more than 20 years as a sales and marketing executive with several major life insurance companies. He has been a CERTIFIED FINANCIAL PLANNER for more than 20 years, as well as a Registered Principal.

Most recently, Brad was Vice President of National Accounts with a large insurance brokerage general agency located in Atlanta, Georgia. In this capacity, he was responsible for point of sale assistance with financial advisors of three major broker/dealers. His expertise includes estate planning, retirement planning, business success strategies and legacy planning concepts. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan.

 
My Edmonds, CFP®, CIMA®, AIF®

Senior Institutional Consultant
Institutional Consulting Services

My Edmonds serves as a Senior Institutional Consultant in the Raymond James Institutional Consulting Group for Asset Management Services. She specializes in all aspects of the institutional investment management consulting process including IPS development and review, asset allocation, manager search and selection, and ongoing due diligence. Prior to joining Morgan Keegan’s Wealth Management Services in January 2003, which was later acquired by Raymond James, she was a member of a managed money investment team at UBS and Morgan Keegan where she was responsible for high volume mutual fund and ETF trading and reconciliation, mutual fund due diligence, and client service liaison.

My holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned the Certified Investment Management Analyst℠ designation, administered by the Investment Management Consultants Association℠ and taught in conjunction with The Wharton School, University of Pennsylvania. My has earned the Accredited Investment Fiduciary® (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, and has received formal training in investment fiduciary responsibility.

Brian Arthur

Vice President, Banking Consultant
Raymond James Bank

Brian Arthur has been helping people find suitable and affordable borrowing solutions for more than 15 years. As a banking consultant with Raymond James Bank, he puts all that knowledge and experience to work for individual investors like you. He will work closely with you to assess your financing needs and how you can leverage your current financial situation to secure the best borrowing solution for you.

 
AMS Manager Research & Due Diligence

 

The Manager Research & Due Diligence department of Asset Management Services (AMS) at Raymond James is a team of professionals dedicated to the research and evaluation of professional portfolio managers for the Raymond James Consulting Services program. The group consists of 17 manager research and due diligence professionals, with nearly 200 years of industry experience.

Jeanne Connolly, CFP®, CTFA®

Vice President, Trust Consultant
Raymond James Trust N.A.

As Mid-South regional Trust Consultant, Jeanne provides advisors and clients with awareness, education and understanding of trust services offered by Raymond James trust N.A. Jeanne has 28 years of experience in financial services inclusive of investments, insurance, planning and estate services. She has been active as a Rotarian, member of the North Suncoast Estate Planning Council, Morton Plant Mease Financial Services Council, Women in Philanthropy and Leadership Pasco, Florida. Jeanne studied at the University of South Florida and has trained with cannon Financial Institute.

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