Megan Elizabeth Nelson Williams

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 11/2018 → Present
  Raymond James Financial Services
  St Petersburg, FL
• 11/2018 → Present
  Carillon Fund Distributors
  St Petersburg, FL
• 10/2024 → Present
  Sumridge Partners Llc
  Saint Petersburg, FL
• 09/1998 → Present
  Raymond James & Assoc., Inc.
  St. Petersburg, FL

Other Businesses

(1)Name of Business: Girl Scouts of West Central Florida Troop 32228 Address: 3410 W Beaumont, Tampa, FL, 33611, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer for my daughter's Girl Scout Troop (2)Name of Business: Margie Stout Trust Address: 880 Carillon Pkwy Tower 2, Saint Petersburg, FL, 33716-1102, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee over my Aunt's inheritance from her mother. (3)Name of Business: USF Accounting Circle Board Address: 4202 E. Fowler Avenue, BSN 3403, Tampa, FL, 33620, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 08/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Act as RJ Finance representative on USF Accounting Circle Board - Provide industry representation while making connections with USF for Finance Campus Recruiting.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-14

Other Names

• Megan Elizabeth Nelson
• Megan N. Williams