Daren Sexton

Director of Portfolio Management

Daren Sexton

Director of Portfolio Management

Daren fervently believes in the power of proper investment planning. He finds fulfillment in designing and maintaining adaptable long-term plans for his clients to help bring their financial aspirations to fruition. His specialties include analyzing investments and portfolios, rebalancing and block trading, and developing and implementing investment plans. Daren deeply cares about his clients and wants to do whatever he can to ensure they feel taken care of.

 

After graduating from Georgia Southern University with a bachelor’s degree in finance, Daren began working as a sales assistant and paraplanner at Colonial Brokerage in 2008. His duties there included investment trading and working directly with the CFP Board to develop plans for all financial advisors in the state of Georgia. Furthermore, he was the central point of contact for all paraplanners in Georgia, Alabama, Florida, Texas and Nevada who needed assistance with NaviPlan. In 2010, Daren obtained the role of portfolio administrator with J. Thompson Ross Investments at Wells Fargo FiNet. He and his team transitioned to Raymond James in 2018.

 

Daren was born in Cincinnati and grew up in Springfield, Georgia. He lives in Canton with his wife, Dara, and their child, Cayden. Outside of work, he enjoys time with his family, weightlifting and playing for the Sixes United Methodist Church softball team, as well as pulling parade floats for a local Girl Scout troop around the holidays.

Daren fervently believes in the power of proper investment planning. He finds fulfillment in designing and maintaining adaptable long-term plans for his clients to help bring their financial aspirations to fruition. His specialties include analyzing investments and portfolios, rebalancing and block trading, and developing and implementing investment plans. Daren deeply cares about his clients and wants to do whatever he can to ensure they feel taken care of.

 

After graduating from Georgia Southern University with a bachelor’s degree in finance, Daren began working as a sales assistant and paraplanner at Colonial Brokerage in 2008. His duties there included investment trading and working directly with the CFP Board to develop plans for all financial advisors in the state of Georgia. Furthermore, he was the central point of contact for all paraplanners in Georgia, Alabama, Florida, Texas and Nevada who needed assistance with NaviPlan. In 2010, Daren obtained the role of portfolio administrator with J. Thompson Ross Investments at Wells Fargo FiNet. He and his team transitioned to Raymond James in 2018.

 

Daren was born in Cincinnati and grew up in Springfield, Georgia. He lives in Canton with his wife, Dara, and their child, Cayden. Outside of work, he enjoys time with his family, weightlifting and playing for the Sixes United Methodist Church softball team, as well as pulling parade floats for a local Girl Scout troop around the holidays.

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