Our Partners

Roger Fakes, J.D., CIMA, is a Trust Consultant and First Vice President within Raymond James Trust. Roger provides expertise in the areas of trusts and charitable giving.

There is a myriad of unique, tailored trust solutions available to meet your needs. Under our federal charter, Raymond James Trust (an affiliate of Raymond James & Associates, Inc.) can serve as trustee, co-trustee, custodian, personal representative or agent to the trustee. 

Philanthropic aspirations are facilitated through Raymond James Charitable. Charitable giving not only helps the organizations you are passionate about but also furthers your overall wealth strategy. Charitable options for clients include Donor Advised Funds (DAFs), Charitable Gift Annuities (CGAs), Pooled Income Funds (PIFs) and Charity Advised Accounts (CAAs).

Raymond James does not provide legal services.

Chris Drennen brings more than 12 years of experience as a mortgage and lending specialist, helping individuals assess their liquidity and borrowing needs. As a banking consultant with Raymond James Bank, he provides a variety of tailored lending solutions, including securities based lines of credit^1,2, margin loans¹ and mortgages³, to meet the needs of individuals and families throughout Texas.

Through experience, Chris has developed the skills and industry insight to help you secure the rates and terms to best match your cash flow needs as well as provide liquidity to handle unplanned emergencies or opportunities. He is knowledgeable, approachable and dedicated to helping you leverage the products and services of Raymond James Bank to enjoy life’s big moments.

Raymond James Bank, a wholly owned subsidiary of Raymond James Financial, was chartered in 1994 to augment the firm’s traditional brokerage services. To accomplish that, the bank offers a variety of innovative, versatile financial solutions to meet just about any lending need. Working closely with your financial advisor, Chris can help you compare various loan options to find the solution that not only fits your needs but also fits seamlessly into your overall financial plan.

¹Margin or a Securities Based Line of Credit may not be suitable for all clients. The proceeds from a Securities Based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the margin call, and the firm can sell the client’s securities without contacting them. The interest rates charged for a Securities Based Line of Credit are determined by the market value of pledged assets and the net value of the client’s Capital Access account. The interest rates charged for Margin are determined by the amount borrowed. For additional information on margin, visit http://sec.gov/investor/pubs/margin.htm.

²Securities Based Line of Credit provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, a federally chartered national bank.

³Mortgage services provided exclusively through Raymond James Bank, N.A. Products, terms, and conditions subject to change. Subject to standard credit criteria. Property insurance is required. Flood insurance is required if property is in a designated flood zone of ‘A’ or ‘V.’

Murphy is a Wealth Management Partner at the Raymond James Home Office.

Murphy Bradshaw strives to enhance the financial well-being and quality of life for clients by ensuring that their financial plans are efficient and aligned with their goals.

Murphy is passionate about helping high net worth clients think long-term about their investing and risk management strategy, and he enjoys finding solutions for the increasingly complex needs and considerations that come with having wealth. He uses his professional experience to establish an actionable road map for clients to implement a growth and wealth management strategy designed to maximize investment return and minimize risk while focusing on the goals in their life.

Murphy has more than 12 years of experience serving individuals and families in need of financial planning, insurance and wealth management strategies. Prior to joining Raymond James in 2015, he worked with financial advisors and affluent clients at UBS Financial Services to provide comprehensive planning strategies for retirement, asset allocation, risk management, charitable giving and estate planning. He also gained experience working with Banker’s Life and State Farm, assisting clients with decisions about managing risk, estate planning, investments and financing.

A curious person who believes in the power of continued education, Murphy has achieved several professional certifications to enhance his industry knowledge and hone his planning expertise. He has earned the Certified Financial Planner (CFP®) designation which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He has completed the rigorous Chartered Financial Consultant^® (ChFC^®) program which focuses on creating plans and financial planning for the future. In addition, he achieved the Chartered Life Underwriter (CLU®) designation to demonstrate his expertise with insurance and how to manage risk. He is a candidate for the Certified Private Wealth Advisor^® (CPWA^®) designation, specifically designed for wealth managers who work with affluent clients, focusing on life cycle of wealth: accumulation, preservation, and distribution. Murphy earned his B.S. in Business Administration from Florida State University.

Murphy is an eager outdoorsman, loves the ocean and is an avid college football fan. He enjoys traveling, scuba diving, boating, surfing, hunting and fishing. He is a competitive runner and has completed several marathons. Over the past years, Murphy has volunteered as a mentor through Big Brothers, Big Sisters, acted as the Treasurer and President for the local Toastmasters chapter and volunteered with St. Vincent de Paul.

Cindy spent seven years in private practice as an estate-planning attorneyn before joining Raymond James. Her specialties include tax, estate and charitable gift planning, estate settlement and probate, and trust administration. Cindy holds a bachelor’s degree in communications from Mount St. Mary’s University, in Maryland; a Juris Doctor from the University of Dayton School of Law, in Ohio; and an LL.M. in taxation from the University of Florida Levin College of Law, and she is licensed by the New Jersey State Bar Association. Cindy is a Certified Private Wealth Advisor® professional. Cindy’s memberships include the Suncoast Estate Planning Council, Junior League of St Petersburg, and the Pinellas County Chapter of the Florida Association for Women Lawyers – an organization for which she serves on the board of directors.

Though she’s lived in several states, Cindy is a native of New Jersey. She enjoys swimming, biking and kayaking.