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Michelle M
Series 66
St. Petersburg, FL
Raymond James & Associates
Michelle Mauritz is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.
Brian P
Series 63, Series 65
Leawood, KS
Raymond James & Associates
Brian Palmeter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Bank of America, Merrill, Lendor Corp, Concrete Design Inc, and Gerstner Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.
Domenic P
Series 66
Beachwood, OH
Raymond James & Associates
Domenic Paolo is a financial advisor at Raymond James & Associates with a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Avery Dennison for six years and at Hiram College for four years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.
Nancy O
Series 63, Series 65
Chicago, IL
Raymond James & Associates
Nancy Olzack is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Merrill and Bank of America, where she worked for over a decade each. She serves as president on the advisory board of the River Bank Loft Condo Association in Chicago. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
Robin U
Series 63, Series 66
Marion, IL
Raymond James & Associates
Robin Ucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes positions at Edward Jones and a business called Pro Prep and Fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base ranging from individuals to institutional and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network.
Gary G
Series 63, Series 65
Weaverville, NC
Raymond James & Associates
Gary Grisham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, he is a passive investor in Quaterra Resources, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, employing a range of portfolio management styles supported by extensive research and model manager options.
Damien B
Series 66
Saint Petersburg, FL
Raymond James & Associates
Damien Bertucelli is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2002. Outside of his advisory role, he serves as CEO of Tampa Bay Businesses For Culture And the Arts and is a board member of the Warehouse Arts District Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, and offers a range of financial planning, consulting, and municipal advisory services.
Ohan C
Series 63, Series 65
Pasadena, CA
Raymond James & Associates
Ohan Chorekchyan is a financial advisor at Raymond James & Associates with 16 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for nine years each. Chorekchyan holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipalities. The firm provides tailored financial planning and consulting services, utilizing various portfolio management styles and research resources while maintaining primarily non-discretionary relationships with clients.
Reem R
Series 66
Omaha, NE
Raymond James & Associates
Reem Rawashdeh is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and previously worked with Northwestern Mutual Investment Services LLC, US Bank Wealth Management, and Wells Fargo Private Bank. Rawashdeh serves as a committee member for the nonprofit Girls Inc., where she reviews financial statements and participates in portfolio performance evaluations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
Lawrence C
Series 63
Ponte Vedra Beach, FL
Raymond James & Associates
Lawrence Christian is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, where he worked for 7 and 16 years respectively. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Dennis R
Series 66
St. Petersburg, FL
Raymond James & Associates
Dennis Rao is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes positions at Wake Forest University and Sherwin-Williams. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Ryan M
Series 66
Zanesville, OH
Raymond James & Associates
Ryan Moyer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill, where he spent over a decade in various roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Brian H
CFP®, Series 63
Henderson, TN
Raymond James & Associates
Brian Henson is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2024. He spent 24 years at Edward Jones prior to joining Raymond James. Outside of his advisory work, he co-owns rental real estate properties with his wife, managing some property operations with limited monthly involvement. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and consulting services with a focus on tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management options.
Christopher S
CFA®, Series 65, Series 66
Atlanta, GA
Raymond James & Associates
Christopher Shoukry is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
George H
Series 66
Albany, GA
Raymond James & Associates
George Harper III is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Before joining Raymond James, he worked in various roles including positions at Cintas and several universities. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.
Christine C
Series 66
Crescent City, CA
Raymond James & Associates
Christine Cilley is a financial advisor with Raymond James & Associates holding a Series 66 designation and 21 years of industry experience. She previously worked at Robert Baird & Co. for eight years before joining Raymond James & Associates. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.
John S
CFP®, Series 63, Series 66
Beaufort, SC
Raymond James & Associates
John Sumner III is a CFP® with 26 years of industry experience and has been with Raymond James & Associates for 11 years. He serves as a finance and investment committee member for St Helena's Anglican Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.
Perry K
Series 66
Venice, FL
Raymond James & Associates
Perry Korszen is a financial advisor with Raymond James & Associates in Venice, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013 and has served with the Military Officers Association of America since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.
Philip A
Series 66
Greenville, SC
Raymond James & Associates
Philip Artmann is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.
Randy L
Series 63, Series 65
Lafayette, LA
Raymond James & Associates
Randy Landry is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of advising, he is a business owner involved in a commercial real estate company jointly operated with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, employing various portfolio management styles supported by firm research and model managers.
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