Ross Evans Peay

Current Employers

Employment History

• 02/2012 → Present
  Raymond James Financial Services, Inc.
  Clarksville, TN
• 02/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Clarksville, TN

Previous Registrations

• 2004-04-13 → 2012-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clarksville, TN

Other Businesses

(1)Name of Business: Address: 520 Stonegate Dr., Clarksville, TN, 37043, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/08/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co Trustee of Gail S Peay Trust (FAs deceased mother) (2)Name of Business: Austin Peay State Univerity Foundation Address: TBD/Various Meetng Locations, Clarksville, TN, 37043, United States Activity Type: Non profit Position/Title: Other, Board Member Investment Related: Yes Start Date: 11/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: ?\tMonitoring the Foundation's investment performance and implementing investment strategies in order to obtain the Long-Term Objective of the Foundation;?\tAssisting in the development and implementation of investment policies, objectives and guidelines;?\tConducting an asset allocation analysis and implementation of asset allocation strategy with respect to the Foundation's objectives (3)Name of Business: Clarksville Montgomery County Health Foundation Address: Various meeting Locations , Clarksville, TN, 37043, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Advisory Board, Subcommittee Member Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance Committee to help oversee the investments of the foundation. Help assess and select grant recipients, and other duties of the Foundation Board and Finance Committee. In the coming year I will serve as Finance Committee chair but will not have signatory authority. Finance committee chair for 2026 effective April 1 (4)Name of Business: Cumberland Wealth Advisors, LLC Address: 2319 Rudolphtown Rd, Ste B, Clarksville, TN, 37043, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/30/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (5)Name of Business: Greenwood Cemetery, Inc Address: 976 Greenwood Ave., Clarksville, TN, 37040, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I serve on the board of directors of Greenwood Cemetery, Inc. (6)Name of Business: Peay and Co., an Independent Firm Address: 2319 Rudolphtown Rd, Suite B, Clarksville, TN, 37043, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/30/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA for my branch

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-04
• S63 Uniform Securities Agent State Law Examination
  1993-08-12

Other Names

• Evans Peay
• Ross Evans Peay
• R E Peay