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
  • Sara Clough
    Registered Client Service Associate
    Downtown Branch
    864.255.4548

    Service Associate to Randy Hutchisson
  • Tiffany Lathan
    Practice Marketing Associate
    Haywood Road Branch
    864.289.2116

    Marketing Associate to Anthony Panuccio and Emory Hendrix
  • Wendy Levi
    Senior Service Associate
    Downtown Branch
    864.255.4563

    Service Associate to Doug Adler and Tim Smith
  • Debbie Macias
    Senior Registered Service Associate
    Haywood Road Branch
    864.289.2161

    Service Associate to Sonny Ballard, Mark Payne and Drew Pearce
  • Carolyn Macy
    Client Service Associate
    Haywood Road Branch
    864.968.3812

    Service Associate to Andy Forrest
  • Ryan Markham
    Senior Client Service Associate
    Spartanburg Branch
    864.580.5222
  • Kathaleen Muilwyk
    Senior Registered Service Associate
    Haywood Road Branch
    864.289.2157

    Service Associate to Anthony Panuccio and Emory Hendrix
  • MacKenzie Muyco
    Registered Client Service Associate
    Haywood Road Branch
    864.289.2109

    Service Associate to Brian Flemmer and Carter McCrary
  • Amanda Phillips
    Service Associate
    Downtown Branch
    864.968.3805

    Service Associate to Alex McGrath
  • Kelley Rogers
    Senior Client Service Associate
    Downtown Branch
    864.255.4541

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

    Marketing Associate for the Greenville Complex
  • Kathy Talley
    Senior Service Associate
    Downtown Branch
    864.255.4551

    Service Associate to Chris Bolle and James Haltiwanger, Jr.
  • Joyce Torricos
    Senior Registered Service Associate
    Haywood Road Branch
    864.213.2003

    Service Associate to Greg Sieber, Jef Lockman and Aaron Galloway