Taylor Rhea Ranshaw

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 08/2017
  Michigan State University Federal Credit Union
  Auburn Hills, MI
• 04/2016 → 11/2016
  Wells Fargo Advisors
  Oklahoma City, OK
• 07/2025 → 12/2025
  Raymond James & Associates, Inc
  Davison, MI
• 08/2017 → 07/2025
  Morgan Stanley
  Grand Blanc, MI
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  Davison, MI
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Davison, MI

Previous Registrations

• 2025-08-06 → 2025-12-31
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Davison, MI
• 2019-04-22 → 2025-08-11
  Morgan Stanley
  Grand Blanc, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22

Other Names

• Taylor Ranshaw
• Taylor Rhea Ranshaw