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Kelsey Plummer, Cfp®, Aams® Email & Phone Number

Financial Advisor, RJFSPartner, Pursuit Wealth Strategies at Raymond James Financial Services Inc., Member FINRA/SIPC

Location: Raleigh, North Carolina, United States 2 work roles 2 schools

3 work emails found @raymondjames.com 3 phones found area 919 and 727 LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

Raymond James Financial Services Inc., Member FINRA/SIPC

Role

Financial Advisor, RJFSPartner, Pursuit Wealth Strategies

Location

Raleigh, North Carolina, United States

Company size

5 employees

Who is Kelsey Plummer, Cfp®, Aams®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kelsey Plummer, Cfp®, Aams® is listed as Financial Advisor, RJFSPartner, Pursuit Wealth Strategies at Raymond James Financial Services Inc., Member FINRA/SIPC, a with 5 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 919, 727, and a matched LinkedIn profile for Kelsey Plummer, Cfp®, Aams®.

Kelsey Plummer, Cfp®, Aams® previously worked as Financial Advisor at Raymond James Financial Services Inc., Member Finra/Sipc and Intern at Raymond James Financial Services. Kelsey Plummer, Cfp®, Aams® holds Bachelor Of Arts, English from Furman University.

Company email context

Email format at Raymond James Financial Services Inc., Member FINRA/SIPC

This section adds company-level context without repeating Kelsey Plummer, Cfp®, Aams®'s masked contact details.

*@raymondjames.com

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AeroLeads found 3 current-domain work email signals for Kelsey Plummer, Cfp®, Aams®. Compare company email patterns before reaching out.

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Profile bio

About Kelsey Plummer, Cfp®, Aams®

My passion for making a difference in my clients' lives is what drew me to the financial planning industry. I strive to help individuals and families in all stages of life understand the complexities of their financial world and make the best decisions on managing and keeping their wealth. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Listed skills include Portfolio Management, Financial Planning, Series 7, Finance, and 13 others.

Current workplace

Kelsey Plummer, Cfp®, Aams®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James Financial Services Inc., Member Finra/Sipc

Financial Advisor, RJFSPartner, Pursuit Wealth Strategies

Toronto, ON

Website

raymondjames.ca

Employees

5

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Company profile

View company profile Email format

2 roles

Kelsey Plummer, Cfp®, Aams® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Raymond James Financial Services Inc., Member Finra/Sipc

St. Petersburg, Florida, Us

Pursuit Wealth Strategies is not a registered broker/dealer, and isindependent of Raymond James Financial Services. Securities are offered throughRaymond James Financial Services, Inc. Member FINRA/SIPC. InvestmentAdvisory Services are offered through Raymond James Financial ServicesAdvisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

May 2011 - Present

Intern

Raymond James Financial Services

St. Petersburg, Florida, Us

Assisted CFP® in building portfolios.

May 2010 - Aug 2010

Team & coworkers

Colleagues at Raymond James Financial Services Inc., Member FINRA/SIPC

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

BM

Beatriz Mejia-Vargas Colleague at Raymond James Financial Services Inc., Member Finra/SipcUnited States View → SB

Sara Bravo Colleague at Raymond James Financial Services Inc., Member Finra/SipcDallas-Fort Worth Metroplex, United States View → EN

Emma Nicolas Colleague at Raymond James Financial Services Inc., Member Finra/SipcGreater Tampa Bay Area, United States View → AS

Ashton Simon Colleague at Raymond James Financial Services Inc., Member Finra/SipcSt Petersburg, Florida, United States View → KG

Kristina Gilley, Cfp® Colleague at Raymond James Financial Services Inc., Member Finra/SipcCincinnati Metropolitan Area, United States View → LA

Lasya A. Colleague at Raymond James Financial Services Inc., Member Finra/SipcCary, North Carolina, United States View → TS

Tom Sellards Colleague at Raymond James Financial Services Inc., Member Finra/SipcGreater Colorado Springs Area, United States View → HP

Harshini Padam Colleague at Raymond James Financial Services Inc., Member Finra/SipcGreater Tampa Bay Area, United States View → AG

Andrew Gartland, Cfp®, Crpc™ Colleague at Raymond James Financial Services Inc., Member Finra/SipcNew York, United States View → BS

Bradley Silverman Colleague at Raymond James Financial Services Inc., Member Finra/SipcArmonk, New York, United States View →

2 education records

Kelsey Plummer, Cfp®, Aams® education

Bachelor Of Arts, English

Furman University

Education record

Trinity Academy Of Raleigh

FAQ

Frequently asked questions about Kelsey Plummer, Cfp®, Aams®

Quick answers generated from the profile data available on this page.

What company does Kelsey Plummer, Cfp®, Aams® work for?

Kelsey Plummer, Cfp®, Aams® works for Raymond James Financial Services Inc., Member FINRA/SIPC.

What is Kelsey Plummer, Cfp®, Aams®'s role at Raymond James Financial Services Inc., Member FINRA/SIPC?

Kelsey Plummer, Cfp®, Aams® is listed as Financial Advisor, RJFSPartner, Pursuit Wealth Strategies at Raymond James Financial Services Inc., Member FINRA/SIPC.

What is Kelsey Plummer, Cfp®, Aams®'s email address?

AeroLeads has found 3 work email signals at @raymondjames.com for Kelsey Plummer, Cfp®, Aams® at Raymond James Financial Services Inc., Member FINRA/SIPC.

What is Kelsey Plummer, Cfp®, Aams®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 919, 727 for Kelsey Plummer, Cfp®, Aams® at Raymond James Financial Services Inc., Member FINRA/SIPC.

Where is Kelsey Plummer, Cfp®, Aams® based?

Kelsey Plummer, Cfp®, Aams® is based in Raleigh, North Carolina, United States while working with Raymond James Financial Services Inc., Member FINRA/SIPC.

What companies has Kelsey Plummer, Cfp®, Aams® worked for?

Kelsey Plummer, Cfp®, Aams® has worked for Raymond James Financial Services Inc., Member Finra/Sipc and Raymond James Financial Services.

Who are Kelsey Plummer, Cfp®, Aams®'s colleagues at Raymond James Financial Services Inc., Member FINRA/SIPC?

Kelsey Plummer, Cfp®, Aams®'s colleagues at Raymond James Financial Services Inc., Member FINRA/SIPC include Beatriz Mejia-Vargas, Sara Bravo, Emma Nicolas, Ashton Simon, and Kristina Gilley, Cfp®.

How can I contact Kelsey Plummer, Cfp®, Aams®?

You can use AeroLeads to view verified contact signals for Kelsey Plummer, Cfp®, Aams® at Raymond James Financial Services Inc., Member FINRA/SIPC, including work email, phone, and LinkedIn data when available.

What schools did Kelsey Plummer, Cfp®, Aams® attend?

Kelsey Plummer, Cfp®, Aams® holds Bachelor Of Arts, English from Furman University.

What skills is Kelsey Plummer, Cfp®, Aams® known for?

Kelsey Plummer, Cfp®, Aams® is listed with skills including Portfolio Management, Financial Planning, Series 7, Finance, Retirement Planning, Strategic Financial Planning, Mutual Funds, and Securities.

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