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Investors Resource
Investor's Resource
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Home WHO WE ARE The Team




The Team

 

Shari Burnum, CFP®
President, Investor's Resource
Branch Manager, Raymond James Fincancial Services, Inc.
20 Years Experience
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  • Responsible for client development and retention.
  • Calls “shots” for Investment Policy within the branch with input from other representatives.
  • Does investment and planning research to support branch-wide recommendations and implementation.
  • Supervises other representative actions within the branch office.
  • Finds opportunities to share knowledge with the public (marketing, PR, etc.).
  • Holds Series 7, 63, 51, and 24 investment and advisory licenses.

 

Laura Mickels, RFC®
Director, Investor's Resource
Financial Consultant, Raymond James Financial Servies, Inc.
29 Years Experience
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  • Responsible for new client development.
  • Calls “shots” for Financial Consulting Policy and implementation within the branch, including education and dissemination of product/delivery systems for other firm representatives.
  • Does investment and planning to support private client group.
  • Holds Series 7 and 63 investment and advisory licenses.


 

Phillip Poitevint, AAMS®
Lead Relationship Manager, Investor's Resource
Financial Advisor, Raymond James Financial Services, Inc.
7 Years Experience 
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  • Serves as key coordinator and communicator of investment policy, investment recommendations, and planning to clients.
  • Serves as primary contact for many clients on day-to-day questions, annual meetings, reports/correspondence as well as paperwork and transactions. 
  • Holds Series 7 and 66 investment and advisory licenses.

  
 

Martha Gilpin
Client Service Representative
14 Years Experience
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  • Processes client paperwork and service requests. 
  • Answers client questions and facilitates trades for clients.
  • Serves as backup for financial consulting and insurance business.
  • Supervises all billing within the branch.
  
 

Virginia Nixon
Registered Client Service Associate
8 Years Experience
virginia.nixon@raymondjames.com

  • Supervises Annual Financial Review process, including prep-work and post meeting follow up.
  • Serves as backup for client inquiries, annual meetings, and reports/correspondence.
  • Holds Series 7 and 66, Uniformed State Law license.

  

Cody Bellomy
Client Service Representative
1 Year Experience
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  • Administrative and client service backup.
  • Monitors investment performance against Investment Policy and calculates/executes trades for client accounts. 
  • Recent 2008 graduate of University of Alabama in Huntsville.  Business/Finance degree. 
  

 



 
 
 


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are
available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions
that are not addressed on this site. Contact your local Raymond James office for information and availability.

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