We have a unique culture at Raymond James

It’s a culture that focuses on creating a warm and personal relationship with the financial advisor. Here, our number one priority is the people, not the product. We understand how important your clients are to you, and we recognize that our position that the advisor is owner of his or her own book is not common in our industry. As a full-service wealth management firm, we provide you with all the support you need to successfully grow your business, while giving you the freedom to run your practice your way.

Thank you for your interest in looking through our website. We’ve designed it as an introduction to help you learn more about our branches, our culture, and the opportunities available with our team.

The Southwest Complex, which currently includes branches in Scottsdale, Sante Fe and Tucson, is actively expanding. I encourage you to contact me in confidence to learn more about the unique opportunity available through us.

Robert Burghart
Complex Manager

Management Team

  • Richard Hawkins
    Branch Manager
  • C. Allen Figg
    Branch Operations Manager

Financial Advisor/Client Associate

  • David Pollak
    Financial Advisor
  • Jason Harsh
    Financial Advisor
  • John Adams
    Financial Advisor
  • Kerry Carson
    Client Service Associate
  • Kirste Plunket
    Financial Advisor
  • Lynn Landis
    Financial Advisor
  • Marcy Willard
    Client Associate
  • Ray Walker
    Client Associate