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.

THE VILLAGES BRANCH

Marc Hallick

Managing Director
Senior Vice President, Wealth Management

Jason Heaton,ChFC, CRPC, CRPS, CMFC, LUTCF

Associate Vice President, Investments

 

John Ivory

Financial Advisor

 

Tyler Jackson

Vice President, Wealth Management

 

George Mathis, AAMS ®

Managing Director
Senior Vice President, Wealth Management

 

Andrea Patrick

Associate Vice President, Wealth Management

 

Cindy Richards, AAMS®

Financial Advisor

 

Steven Saylor, CFP®, WMS

Senior Vice President, Investments

 

Romain Spell

First Vice President, Wealth Management

 

Grant Tribble, CFP®, CRPC

First Vice President, Investments

Financial Advisor

Theodore L. White III

Vice President, Wealth Management

 

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.