Christie Autry, AIF®
Portfolio Solutions, Raymond James
Christie has over 20 years of industry experience and joined Raymond James in 2013 through the firm’s acquisition of Morgan Keegan. There she was senior portfolio specialist for the Wealth Management Services Group and held various roles in Public Finance. She has also worked in the Public Finance departments of Stephens Inc. and ABN Amro. She holds Series 7 and 66 licenses as well as the Accredited Investment Fiduciary® designation. Christie has been married for 22 years to Monroe, who runs their cattle ranch full time. When she’s not helping Monroe with ranch duties, Christie enjoys gardening, fishing and restoring antique furniture.
Murphy Bradshaw, CFP®, CHFC®, CLU®
Wealth Management Consultant - Region Five
Wealth Solutions, Raymond James
Over his career Murphy has developed and implemented thousands of financial plans for High-Net-Worth clientele offering expertise in: Retirement Planning, Estate Planning, Risk Management, Asset Allocation, Tax strategy and more. Prior to joining Raymond James, he worked at UBS as a Wealth Management Consultant serving nine separate branches along the Gulf Coast of Florida. Murphy also brings prior experience as wholesaler from Bankers Financial Corporation where he was the Vice President and Director of Sales. Murphy is a graduate of Florida State University where he earned a Bachelors in Business. He holds the Series 7 and 66 securities licenses; Life, Health, Variable Annuity, Property, and casualty insurance licenses. His designations include Certified Financial Planner (CFP©), Certified Private Wealth Advisor (CPWA), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).
Murphy lives in St. Petersburg, FL with his wife Carolyn and their son “MJ” (Murphy Jr.) In his spare time he spends his time on the water- Scuba diving, boating, and offshore fishing.
Vice President, Banking Consultant
Chris Drennen brings more than 12 years of experience as a mortgage and lending specialist, helping individuals assess their liquidity and borrowing needs. As a banking consultant with Raymond James Bank, he provides a variety of tailored lending solutions, including securities based lines of credit1,2, margin loans1 and mortgages3, to meet the needs of individuals and families throughout Texas.
Through experience, Chris has developed the skills and industry insight to help you secure the rates and terms to best match your cash flow needs as well as provide liquidity to handle unplanned emergencies or opportunities. He is knowledgeable, approachable and dedicated to helping you leverage the products and services of Raymond James Bank to enjoy life’s big moments.
Raymond James Bank, a wholly owned subsidiary of Raymond James Financial, was chartered in 1994 to augment the firm’s traditional brokerage services. To accomplish that, the bank offers a variety of innovative, versatile financial solutions to meet just about any lending need. Working closely with your financial advisor, Chris can help you compare various loan options to find the solution that not only fits your needs but also fits seamlessly into your overall financial plan.
Michael Kepesky, JD, CFP®
Regional Insurance Planning Specialist
Raymond James Insurance Group (RJIG)
Prior to his current role, Mike spent 25+ years working in the insurance industry. At MetLife and AXA he held numerous positions in sales and distribution of life insurance, annuities, long-term care and disability income. As a Point of Sale specialist Mike has supported financial advisors in Wirehouses, Broker Dealers and RIA’s. In addition to these roles Mike was also an advanced sales attorney for MetLife.
Mike obtained a law degree and is a Certified Financial Planner™ professional. He holds a Bachelor’s Degree from Arkansas Tech University, and received his Juris Doctorate Degree from the University of Arkansas at Little Rock. He is a member of the Arkansas Bar Association and past member of the Advanced Association of Life Underwriters. Mike also holds CLU® and ChFC® designations from the American College of Financial Services.
Mike has lectured to numerous insurance and securities industry groups. He has presented seminars to Arkansas Children’s Hospital and to the Arkansas Bar Association Annual Meeting. Mike is also an approved CPE presenter by the National Association of State Boards of Accountancy and has delivered CPE to CPA firms, industry and association meetings. A sample of his presentations are:
- Planned Giving
- “The Insiders View”, a guide to partnering with the financial services industry
- Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance
- Costly Mistakes in Life Insurance Planning
- Life Settlements and the Tax Cut and Jobs Act
Mike is married to Karen and has two children Ross and Blakeley.
Adam Nibert, CFP®
Private Wealth Consultant,
Private Wealth Premier Solutions Wealth Planning,
Global Wealth Solutions
For more than 25 years, Adam has provided clients with carefully considered financial guidance in the management of their wealth. He specializes in financial planning, federal income tax planning and estate planning. Adam attended the University of South Florida where he earned a bachelor’s degree in finance and accounting and his master's degree in business administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 63 securities licenses, as well as Florida life and variable annuity licenses.
Adam is a native Floridian and life-long Florida resident.
Chris Raulston, J.D., CPA, CFP®
Private Wealth Strategist Wealth Planning
Global Wealth Solutions
Raymond James financial advisors and their clients can rely on Chris for a wealth of experience and knowledge gained from 29 years in the financial and accounting industries. Chris joined Raymond James in 2013 as part of the firm’s acquisition of Morgan Keegan. Prior to Morgan Keegan, Chris worked in the Private Client Services group of Arthur Andersen. His many areas of expertise include sophisticated income, gift and estate tax planning for high net worth individuals and their families, stock option planning, succession and liquidity event planning for closely-held business owners, planned charitable giving and education planning and funding strategies. He is also a frequent presenter on tax and wealth transfer planning topics at Raymond James conferences across the country. Chris earned his bachelor’s degree in accounting and master’s degree in accounting with an emphasis in taxation from the University of Mississippi Patterson School of Accountancy and his Juris Doctor from the University of Mississippi School of Law. He also attended the Strum College of Law at the University of Denver’s Graduate Tax Program. Chris is a registered representative with FINRA, a licensed life and health insurance agent and variable annuity agent in Tennessee, a registered investment advisor representative with the Securities and Exchange Commission and a CERTIFIED FINANCIAL PLANNER™ professional. His memberships include the American Institute of Certified Public Accountants (AICPA)(Taxation section), the Tennessee Society of Certified Public Accountants (Taxation section), the American Bar Association (Taxation and Real Property, Trust & Estate sections), the Tennessee Bar Association, the Memphis Bar Association and the Mississippi Bar. Chris and his wife are the proud parents of a daughter, Caroline, a junior at the University of Tennessee (Knoxville) and identical twin sons, Grayson and Spencer, who are high school seniors. Chris was born in Knoxville, Tennessee, but moved 13 times in his earlier years – living in many places including Florida, Hawaii and several parts of Louisiana.
1Margin or a Securities Based Line of Credit may not be suitable for all clients. The proceeds from a Securities Based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the margin call, and the firm can sell the client’s securities without contacting them. The interest rates charged for a Securities Based Line of Credit are determined by the market value of pledged assets and the net value of the client’s Capital Access account. The interest rates charged for Margin are determined by the amount borrowed. For additional information on margin, visit http://sec.gov/investor/pubs/margin.htm.
2Securities Based Line of Credit provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, a federally chartered national bank.
3Mortgage services provided exclusively through Raymond James Bank, N.A. Products, terms, and conditions subject to change. Subject to standard credit criteria. Property insurance is required. Flood insurance is required if property is in a designated flood zone of ‘A’ or ‘V.’
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.\
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Raymond James Insurance Group, Producers Choice Network, and Michael Kepesky are affiliated with Raymond James & Associates, Inc., and Raymond
James Financial Services, Inc. Insurance products offered by Raymond James Insurance Group.
Raymond James does not provide tax or legal services. You should discuss any tax or legal matters with the appropriate professional.