Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers (Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd.) and Raymond James Investment Services Limited, a majority-owned independent contractor subsidiary in the United Kingdom, have a total of more than 5,000 financial advisors serving approximately 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are currently $183 billion, of which approximately $28 billion are managed by the firm's asset management subsidiaries.
Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts:
We help investors answer the most pressing question they ask themselves on a daily basis: Do I have enough?
Morris Nutt has been serving individual investors, executives and small business owners in an advisory role since 1997 and started Morris Nutt Financial, an independent firm in 2003. He enjoys helping investors and businesses create custom financial plans, retirement plans and strategies designed to preserve and add to their wealth. He considers his greatest talent to be teaching people of all ages and economic backgrounds the power of sound financial management.
He received a Bachelor of Science in Marketing and Finance from Arkansas State University and an Executive Certificate in Financial Planning from Christian Brothers University. Morris also completed the Prudential Financial Retirement Strategy Program at The Wharton School of Business. He is licensed as a Securities Principal and has achieved The Executive Council Award at Raymond James from 2004-2007 which is a recognition based upon production.
Morris counts his relationships with family and friends as his biggest success. He spends spare time away from work with his wife Kelly and two children, Kevin and Kathleen. Morris and his family are active at Hope Presbyterian and enjoy traveling, boating and sports.
As a financial advisor, Jeff Phillips has been helping his clients with their financial planning since 1993. He works directly with business owners to design, implement and service all types of retirement plans for their companies. He also advises his business owners on succession and deferred compensation plans, as well as life, disability and long-term care insurance include the year(s) of membership and indicate recognition is based upon production.
He earned a Bachelor of Arts in Finance from the University of Tennessee, Knoxville, and earned an Executive Certificate in Financial Planning from Christian Brothers University. Jeff also completed the Prudential Financial Retirement Strategy Program at The Wharton School of Business. He is licensed as Securities Principal.
Jeff loves to travel with his wife Erin and their son James. Jeff also enjoys golfing, all types of fishing, woodworking and attending church at First Baptist.
Evelyn has been the branch Client Services Manager since 1998. She enjoys getting to know all of our clients and strives to provide the best service possible. Her duties include handling statement inquiries and managing all investment-related correspondence.
Time away from the office is shared with her husband of 40 plus years, Bobby. They enjoy music and spending as much time as possible with their three grandsons.
Jessica Orman's main duties include client appointments, client account services and client Workshops and appreciation events.
Jessica was born and raised in the Tupelo, MS area and attended college at Itawamba. When not working Jessica enjoys spending time with her fiancé John and her three year old daughter, Kennedy.
Her goals include delivering world class service to the clients of Morris Nutt Financial, LLC.
EveAnne joins our professional team after an extensive background identifying clients' precise needs and recommending informed options to them. As Director of First Impressions, she will be learning from our clients what financial services will best benefit them in order to direct them to the appropriate Advisor in our company that best suits their needs. EveAnne will also be focused on Client Education and Client Appreciation events as well as maintaining our Calendar of Events and Appointments. She looks forward to serving our clients and our community of business owners such as CPAs, Estate Attorneys, Human Resource Directors and all Business Owners who would benefit from our extensive Financial Services Menu of plans and offerings.
EveAnne Sellari graduated Magna Cum Laude with a Bachelor of Arts Degree in Psychology from the University of Memphis. Among her accomplishments are her memberships in Phi Theta Kappa Honor Society, Golden Key International Honour Society and Psi Chi – The International Honor Society in Psychology. Upon graduation, EveAnne then entered the professional business world by serving business clients for the past several years offering detailed service and analysis. EveAnne is keenly attentive and meticulous.
When she is not working, EveAnne spends time with family and friends. She is also active as a volunteer at Le Bonheur Children's Hospital and with Good Dog Rescue.