Our Branches

Our branches are growing rapidly, and we intend to add elite financial advisors in each area. We specialize in providing fee-based financial planning, international investment and asset management services. Most of our advisors joined Raymond James from other firms, giving our branches an uncommon level of diversity. Wherever we are situated, we are sincerely involved in the community, supporting various charitable causes including the United Way. Our branches are friendly, supportive and collaborative – creating just the kind of atmosphere that allows advisors to thrive.


Marc Hallick

Managing Director
Senior Vice President, Wealth Management

Jason Heaton

Associate Vice President, Investments


John Ivory

Financial Advisor


Tyler Jackson

Vice President, Wealth Management


George Mathis, AAMS ®

First Vice President, Investments


Andrea Patrick

Associate Vice President, Wealth Management


Cindy Richards, AAMS®

Financial Advisor


Steven Saylor, CFP®

Senior Vice President, Investments


Romain Spell

First Vice President, Wealth Management


Grant Tribble, CFP®, CRPC

First Vice President, Investments

Financial Advisor

Paul Zirakian

First Vice President, Investments



The Villages Branch
Brownwood Paddock Square
2631 West Torch Lake Drive
The Villages, FL 32163

T: 352.430.1351
F: 352.430.0908

Map & Directions

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.