A TRADITION OF PUTTING YOU FIRST

You don't want to simply create financial goals - you want to achieve them. The prudent guidance of our team of more than 30 financial advisors can help you get there. We are your neighbors, living and working here as an integral part of the upstate South Carolina community. We are serving individuals and institutions by helping them manage and preserve their wealth.

At the Greenville Complex of Raymond James, you'll discover a high level of service and a wealth of expertise, from professionals in retirement planning to investment analysts. When you add our philosophy of putting clients first and the powerful resources of Raymond James, you get a result that has no equal.


Client Service Associates

  • Karen Alexander
    Senior Registered Service Associate
    Haywood Road Branch
    864.289.2166

    Service Associate to Beach Foster, Pat Fitzsimmons, Matthew Foster and Brian Fitzsimmons
  • Erin Burns
    Service Associate
    Haywood Road and Spartanburg Branches
    864.289.2160

    Service Associate to Trey Martin and Kristiaan de Roos
  • Julie Churchwell
    Registered Client Service Associate
    Haywood Road Branch
    864.289.2171

    Service Associate to Craigen Schoen and Eric Hudgens
  • Leah Damelines
    Client Service Associate
    Haywood Road Branch

    Service Associate to Trey Martin and Kristiaan de Roos
  • Jaci Hoven
    Senior Client Service Associate
    Asheville Branch
    828.552.8735

    Service Associate to Shirley Stoneman, Didier Dalton and Eric Stoneman
  • Cathy Logan
    Senior Client Relationship Associate
    Downtown Branch
    864.255.4584

    Service Associate to Benjamin Clauss, Doug Ellison and Brad LaRue
  • Debbie Macias
    Senior Registered Service Associate
    Haywood Road Branch
    864.289.2161

    Service Associate to Sonny Ballard, Mark Payne and Drew Pearce
  • Ryan Markham
    Senior Client Service Associate
    Spartanburg Branch
    864.580.5222

    Service Associate to Michael Anthony and Sam Galloway
  • MacKenzie Muyco
    Senior Registered Client Service Associate
    Haywood Road Branch
    864.289.2109

    Service Associate to Carter McCrary
  • Amanda Phillips
    Service Associate
    Downtown Branch
    864.968.3805

    Service Associate to Alex McGrath
  • Jasmin Pointer
    Branch Operations Specialist
    Downtown Branch
    864.255.4544

    Service Associate to James Haltiwanger, Jr.
  • Sheila Riddle
    Senior Client Service Associate
    Greenwood Branch
    864.321.6400

    Service Associate to Gray Ellenberg
  • Kelley Rogers
    Senior Client Service Associate
    Downtown Branch
    864.255.4541

    Service Associate to Kenneth Hicks and Aaron Galloway
  • Neil Shurley
    Marketing & Business Development Consultant
    Haywood Road Branch
    864.289.2100

    Marketing Associate for the Greenville Complex
  • Kathy Talley
    Senior Service Associate
    Haywood Road Branch
    864.289.2115

    Service Associate to Chris Bolle
  • Joyce Torricos
    Senior Registered Service Associate
    Haywood Road Branch
    864.213.2003

    Service Associate to Greg Sieber and Jef Lockman
  • Tom Trice
    Senior Client Service Associate
    Asheville Branch
    828.552.8734

    Service Associate to Shirley Stoneman, Didier Dalton and Eric Stoneman
  • Shelby Utech
    Registered Client Service Associate
    Downtown Branch
    864.255.4548

    Service associate to Randy Hutchisson
  • Amanda Wood
    Senior Client Relationship Associate
    Downtown Branch
    864.255.4583

    Service Associate to Benjamin Clauss, Doug Ellison and Brad LaRue