Lindsey assists clients in structuring and obtaining funds for various types of projects, with her main area of focus being on issuers in the state of Mississippi. Since joining the group in 2007, she has served issuers throughout the country on financings totaling over $4.4 billion. Lindsey has worked extensively to arrange both underwritings and private placement transactions for her clients on an array of transactions, including transportation, general obligation, water and sewer revenue, higher education, privatized student housing, TIF and GO Zone financings, to name a few. A sampling of her clients includes the State of Mississippi, the Mississippi Department of Transportation and several cities, counties, utility authorities and school districts throughout the state of Mississippi. She also has worked with several higher education clients, including the University of Mississippi, Mississippi State University, Southern Miss, Jackson State University, Mississippi Valley State University, and East Mississippi Community College. Lindsey’s highest priority is to achieve the lowest and best form of financing possible for her clients. She received a Bachelor of Business Administration degree from the University of Mississippi and currently holds the Series 7 and Series 63 licenses.

Michael has covered the state of Mississippi for over seven years at Raymond James. Prior to joining the firm, he had stints covering the Southeast for Bear Stearns and in government relations at Baker Donelson. Earlier in his career, Michael worked in state government in Mississippi and for the U.S. House of Representatives in Washington, D.C.

Reuben has more than 25 years of experience in public finance. During his career, he has completed a wide array of financings for major infrastructure projects for issuers throughout the country. Additionally, as former Chairman of the Atlanta Public Schools Board, he has experience on the issuer’s side of the table. Reuben was the president and CEO of Jackson Securities for over 10 years and managed all aspects of the firm’s municipal finance practice, including public finance, sales, trading, underwriting and risk management, successfully growing the firm into a national presence. He has seen a wide variety of financing structures and has the ability to effectively factor in the financial, policy and political implications of any proposed financing to assist in creating the best overall result for a client.

Reuben joined Raymond James from RM Capital Management, a wealth management firm he founded and managed as CEO for four years. His career also includes senior public finance positions at Bear Stearns and Dean Witter. He received his Master of Business Administration degree in Finance from the University of Texas at Austin and his undergraduate degree in Economics and Mathematics from the University of North Carolina at Charlotte. Reuben’s honors include being named one of the "75 most powerful African Americans on Wall Street" by Black Enterprise magazine and a "Whitney M. Young Community Service Award" winner from the Boy Scouts of America.

Jim joined the firm in 1987 from a major bank in Nashville, where he served as manager of the municipal trading, underwriting and public finance departments. He has more than 36 years of experience in the securities industry, including 24 years as a senior investment banker.

Jim has served as senior investment banker for municipal issues totaling more than $15 billion in par value. He has also served as investment banker for 71 healthcare issues totaling over $6 billion in par value, including issues for health systems, stand-alone hospitals, CCRCs and nursing homes. He was formerly the manager of the firm’s municipal trading and underwriting department, where he was responsible for the underwriting, syndication and pricing of both competitive and negotiated bond issues. Jim’s educational background includes a Bachelor of Science degree in Finance from Virginia Polytechnic Institute and State University.

Chuck joined Raymond James in 2002 and spearheads the firm’s Higher Education group. His services to higher education clients include analytics, capital planning, structuring, derivative products, asset-liability management, and fixed-variable rate debt management. Prior to focusing on higher education, Chuck worked in the Financial Products group, where he was involved in negotiating swap agreements and pricing other derivative products, including caps, floors and collars on behalf of the firm. Chuck received a Bachelor of Arts degree in Business Administration from Rhodes College. He currently holds the Series 7 and 63 licenses.

Reid provides banking services, financial analysis, modeling and bond structuring analysis for issuers throughout the country with a primary focus on Mississippi. His work with a wide variety of issuers has provided him with a diverse background that helps him understand the needs of all types of issuers in the state of Mississippi. His experience includes transactions for general obligation, school district, water and sewer, transportation, higher education, TIF, and various state-level issuers. Reid graduated cum laude from Rhodes College with a Bachelor of Arts degree in Economics and Business Administration. He currently holds the Series 7 and 63 licenses.

Trey joined the firm as an analyst in September 2015 to assist bankers within the South Central region. He attended Christian Brothers University in Memphis where he was the captain of the basketball team. He graduated with a bachelor’s degree in Business Administration with a concentration in Finance. Trey enjoys playing basketball and watching sports in his free time, especially the Ohio State Buckeyes and his hometown Cincinnati Bengals.

Mary Morgan is a member of Raymond James’ National Quantitative Group, providing firm-wide analytical support as well as supporting regional public finance practices. In December 2014, she graduated from the University of Mississippi with a Bachelor of Business Administration degree in Managerial Finance and a Bachelor of Arts degree in International Studies. Mary Morgan currently holds the Series 52 and Series 63 licenses.