Raymond James welcomes financial advisor managing $168 million in Greenville, South Carolina

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor James McNally to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Courtland Williams, South Atlantic regional director for RJA.

McNally arrives from J.P. Morgan where he managed $168 million in client assets. Operating as J.P. McNally Wealth Management of Raymond James in Greenville, South Carolina, he provides financial guidance to a variety of clients including business owners, families, individuals and retirees.

“Raymond James’ client‑first culture and collaborative mindset were decisive for my practice,” said McNally. “By combining the firm’s private wealth capabilities for high‑net‑worth families and business owners with the professional autonomy to operate my practice in a way that aligns with clients’ goals, I can deliver clear, coordinated advice.”

McNally brings nearly 10 years of financial services industry experience to his role as senior vice president of investments. His experience is backed by a bachelor’s degree in mathematical sciences and an MBA from Clemson University.

About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.80 trillion as of Jan. 31, 2026. Additional information is available at raymondjames.com.