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Sharon M
Series 65
Remote
Raymond James (USA) Ltd.
Sharon Mitchell is a Series 65 licensed financial advisor with Raymond James (USA) Ltd., where she has worked since 2018. She has seven years of industry experience and has also been employed with Raymond James Ltd. in Canada since 2013, serving as a financial advisor and portfolio manager. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary asset management through its Ambassador wrap-fee program.
Nadia C
CFA®
Remote
Raymond James (USA) Ltd.
Nadia Craig is a CFA® charterholder and financial advisor with Raymond James (USA) Ltd., where she has worked since 2016. She has nine years of industry experience, all with Raymond James, specializing in sales and portfolio management. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, and institutional accounts. The firm offers fee-based portfolio management and advisory services emphasizing asset allocation, diversification, and long-term investing, with access to broad market research and brokerage resources as part of the larger Raymond James group.
Ryan L
CFA®
Remote
Raymond James (USA) Ltd.
Ryan Lewenza is a CFA® charterholder and financial advisor with Raymond James (USA) Ltd., where he has worked since 2017. He has nine years of industry experience and has also been affiliated with Raymond James Ltd. since 2014. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, with access to extensive market research and brokerage resources.
Bee M
Series 65
Remote
Raymond James (USA) Ltd.
Bee Macikunas is a financial advisor at Raymond James (USA) Ltd. with five years of industry experience and holds a Series 65 designation. She has been employed with Raymond James Ltd., the Canadian affiliate and parent company, since 2009. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit sharing plans, as well as corporate and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary management supported by extensive market research and brokerage resources.
Liam P
CFA®
Remote
Raymond James (USA) Ltd.
Liam Passi is a CFA® charterholder affiliated with Raymond James (USA) Ltd. He has worked with various divisions of Raymond James since 2024 and has prior experience at BMO Nesbitt Burns, RBC Dominion Securities, and RBC Royal Bank. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit sharing plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management under its Ambassador wrap-fee program.
Dominique V
Series 65
Remote
Raymond James (USA) Ltd.
Dominique Vincent is a financial advisor at Raymond James (USA) Ltd. with one year of industry experience. They hold a Series 65 designation and have been employed since 2016 as a Senior Portfolio Manager at Raymond James Ltd., the Canadian affiliate and parent company of their current firm. Outside of their advisory role, Dominique serves as a co-trustee and family representative for a testamentary trust established by their grandfather. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and related advisory services to individuals and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing within a broader financial services group.
Meaghan D
Series 65
Remote
Raymond James (USA) Ltd.
Meaghan Douglas is a financial advisor at Raymond James (USA) Ltd. with one year of industry experience. She holds a Series 65 designation and has been associated with Raymond James Ltd. since 2013, serving as an associate portfolio manager and senior financial advisor. Additionally, she is involved in insurance and estate planning through Raymond James Financial Planning Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, supported by in-depth market research and a broad range of brokerage and advisory resources.
Robert V
Series 65
Remote
Raymond James (USA) Ltd.
Robert Venier is a financial advisor with Raymond James (USA) Ltd. and holds a Series 65 designation. He has seven years of industry experience and previously worked at Richardson GMP Limited and Sun Life Financial Distributors. Venier is also employed as a financial planner with Raymond James Ltd., the Canadian affiliate of his U.S. firm. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm offers fee-based portfolio management with an emphasis on asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary management options.
Scott Y
Series 66
Remote
Raymond James (USA) Ltd.
Scott Yates is a financial advisor at Raymond James (USA) Ltd. with 10 years of industry experience. He holds the Series 66 designation and has been with Raymond James Ltd. since 2008, serving as a financial advisor focused on sales and portfolio management. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary management through its Ambassador wrap-fee program and third-party platforms.
Steven W
Series 65
Remote
Raymond James (USA) Ltd.
Steven Wiggins is a financial advisor with Raymond James (USA) Ltd., holding a Series 65 designation and bringing one year of industry experience. He has been with Raymond James Ltd. since 2016, serving as a financial advisor and portfolio manager. Outside his advisory role, he is also involved in insurance sales and estate planning through Raymond James Financial Planning Ltd. Raymond James (USA) Ltd. provides fee-based portfolio management and related advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm combines discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, while operating as a subsidiary within a larger financial services group.
Carmine A
Series 65
Remote
Raymond James (USA) Ltd.
Carmine Arlia Ciommo is a Series 65-licensed financial advisor with Raymond James (USA) Ltd., where he has worked since 2016. He serves as a portfolio manager for Raymond James Ltd., the Canadian affiliate, and has five years of industry experience. Carmine also holds a role with Raymond James Financial Planning Ltd., focusing on life insurance sales. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary management through its Ambassador wrap-fee program and third-party platforms.
Justin J
CFA®
Remote
Raymond James (USA) Ltd.
Justin Johnston is a CFA® charterholder and financial advisor with Raymond James (USA) Ltd., where he has worked since 2017. He has eight years of industry experience, including two years with RBC Dominion Securities Inc. Johnston is based in Mississauga, Ontario, and holds a full-time advisory role with Raymond James Ltd., the Canadian affiliate of Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm offers fee-based portfolio management through its Ambassador wrap-fee program, emphasizing asset allocation, diversification, and long-term investing, with both discretionary and non-discretionary management approaches.
Milene K
Series 66
Remote
Raymond James (USA) Ltd.
Milene Kudlinski is a financial advisor with Raymond James (USA) Ltd. She holds the Series 66 designation and has 13 years of industry experience. She has been with Raymond James since 2012 and also serves as a Branch Compliance Supervisor at Raymond James Ltd., dedicating part of her time to compliance oversight. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutions. The firm emphasizes asset allocation, diversification, and long-term investing while providing access to extensive market research and a range of brokerage and advisory resources.
Robert M
CFA®
Remote
Raymond James (USA) Ltd.
Robert Mc Kenzie is a CFA® charterholder and financial advisor with Raymond James (USA) Ltd., where he has worked since 2016. He has nine years of industry experience and holds the roles of portfolio manager and supervisor within the firm. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, with access to extensive market research and a broad range of advisory resources.
Arman H
Series 65
Remote
Raymond James (USA) Ltd.
Arman Hundal is a financial advisor with Raymond James (USA) Ltd., holding a Series 65 designation and one year of industry experience. He has worked at Raymond James (USA) Ltd. since 2025, previously holding roles at Raymond James Ltd. and Royal Bank of Canada. In addition to his advisory duties, Hundal serves as a Transition Planner at Raymond James Ltd., where he prepares client documentation and assists in training new sales assistants. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary management supported by in-depth market research and a broad range of resources.
David L
CFA®
Remote
Raymond James (USA) Ltd.
David La Rocque is a CFA® charterholder affiliated with Raymond James (USA) Ltd., with one year of industry experience. He has previously worked at Stifel Nicolaus Canada Inc. and Broderick Capital Corp., among other firms. Outside of his advisory role, he is the owner and president of Quarks Pipeline Consultants Inc., a business focused on crude oil price arbitrage opportunities, though it is currently dormant. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional accounts. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary management supported by extensive market research and brokerage resources.
Joseph T
CFA®
Remote
Raymond James (USA) Ltd.
Joseph Tubman is a CFA® charterholder with over nine years of industry experience. He is currently with Raymond James (USA) Ltd., having been with various divisions of Raymond James since 2015 and previously worked at IP Private Wealth. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and corporate plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing within a larger financial services group.
Bruno M
CFA®
Remote
Raymond James (USA) Ltd.
Bruno Meliambro is a CFA® charterholder with two years of experience at Raymond James (USA) Ltd. He has been with the Raymond James group since 2011, serving as a branch manager at Raymond James Limited in Canada. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm operates as a subsidiary of the larger Raymond James group, providing access to comprehensive market research and a broad range of brokerage and advisory resources.
Sean T
Series 66
Remote
Raymond James (USA) Ltd.
Sean Thompson is a financial advisor with Raymond James (USA) Ltd. He holds the Series 66 designation and has 14 years of industry experience. He has been with Raymond James (USA) Ltd. since 2010 and has worked at Raymond James Ltd. since 2004, where he also serves as Branch Compliance Manager. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary asset management within a larger financial services group.
Mark R
CFA®
Remote
Raymond James (USA) Ltd.
Mark Reynolds is a CFA® charterholder with nine years of industry experience. He has worked at Raymond James (USA) Ltd. since 2017 and at Raymond James Ltd. since 2016 as a financial advisor. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to a range of clients, including individuals, high net worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary asset management with an emphasis on asset allocation, diversification, and long-term investing, supported by extensive market research and brokerage resources.
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