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.

Management Team

  • Brian Flemmer
    Complex Manager
    Haywood Road Branch
    864.289.2110
  • Melissa Eskew
    Complex Admin Manager
    Haywood Road Branch
    864.289.2101

Financial Advisors

  • Doug Adler, AAMS™, WMS™
    Managing Director
    Senior Vice President, Investments
    Downtown Branch
    864.255.4571
  • Michael Anthony, AWMA®
    First Vice President, Investments
    Spartanburg Branch
    864.580.5224


  • Lawson Ballard
    Financial Advisor
    Haywood Road Branch
    864.213.2005
  • Sonny Ballard
    First Vice President, Investments
    Haywood Road Branch
    864.289.2105
  • Laura Blanton
    Managing Director, Investments
    Haywood Road Branch
    864.289.2111
  • Chris Bolle
    Senior Vice President, Investments
    Haywood Road Branch
    864.289.2173
  • Benjamin Clauss
    Senior Vice President, Investments
    Downtown Branch
    864.255.4580
  • Didier Dalton, CRPC®, CIMA®
    Vice President, Investments
    Asheville Branch
    828.552.8732
  • Gray Ellenberg, CFP®
    Senior Vice President, Investments
    Greenwood Branch
    864.321.6405
  • Doug Ellison, CFP®
    Senior Vice President, Investments
    Downtown Branch
    864.255.4581
  • Sam Galloway, AIF®
    First Vice President, Investments
    Spartanburg Branch
    864.580.5223
  • Aaron Galloway
    Financial Advisor
    Downtown Branch
    864.255.4577
  • James Haltiwanger, Jr., CFP®, AAMS™, CRPC®, AIF®, CEPA®
    Financial Advisor
    Downtown Branch
    864.255.4569
  • Kenneth E. Hicks, CFP®
    Senior Vice President, Investments
    Investment Management Consultant
    Downtown Branch
    864.255.4549



  • Brad LaRue, AAMS™
    Financial Advisor
    Downtown Branch
    864.255.4582
  • Jef Lockman, CFP®
    First Vice President, Investments
    Haywood Road Branch
    864.213.2001
  • Carter McCrary, CFP®
    First Vice President, Investments
    Downtown Branch
    864.255.4567
  • Mark Payne
    First Vice President, Investments
    Haywood Road Branch
    864.289.2156


  • Drew Pearce
    Vice President, Investments
    Haywood Road Branch
    864.289.2113
  • Craigen S. Schoen, CFP®
    Managing Director, Investments
    Haywood Road Branch
    864.289.2164
  • Parks Schoen, AAMS™
    Financial Advisor
    Haywood Road Branch
    864.289.2112
  • Greg Sieber
    Senior Vice President, Investments
    Haywood Road Branch
    864.213.2000
  • Timothy Smith
    Vice President, Investments
    Downtown Branch
    864.255.4546
  • Eric Stoneman
    Vice President, Investments
    Asheville Branch
    828.552.8731
  • Shirley Stoneman, CRPC®
    Senior Vice President, Investments
    Asheville Branch
    828.552.8730
  • Nathan Taylor, AAMS™, WMS™
    Financial Advisor
    Haywood Branch
    864.289.2104
  • Courtland Williams
    Regional Director
    Senior Vice President, Investments
    Downtown Branch
    864.255.4555

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.