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Eileen M

Series 63, Series 65

Boston, MA

Raymond James & Associates

Eileen Murphy is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2016. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher G

Series 63, Series 65

Boston, MA

Raymond James & Associates

Christopher Gallo is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Gallo is based in Boston, MA. 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 financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Edward G

Series 63, Series 66

Boston, MA

Raymond James & Associates

Edward Galvin is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Raymond James since 2016. Galvin is also the President and founder of Westwood Youth Hockey, a nonprofit organization. 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 a range of financial planning and consulting services supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marc D

Series 66

Boston, MA

Raymond James & Associates

Marc Dougherty Jr. is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previous experience with Morgan Stanley and Colby College. 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 and non-discretionary investment consulting supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark M

Series 63, Series 65

Boston, MA

Raymond James & Associates

Mark Mchugh is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. Outside of his advisory role, he is a 50% partner and co-owner of Bellarmine, a business based in Boston. 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marc O

Series 63

Boston, MA

Raymond James & Associates

Marc Orloff is a financial advisor with Raymond James & Associates in Boston, MA, holding a Series 63 designation and over 31 years of industry experience. He previously worked at J.P. Morgan Securities LLC for seven years. Outside of his advisory role, he owns Boston Speedster LLC, a business that rents classic cars through the sharing platform Turo.com. Raymond James & Associates is a large, 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kennie T

Series 63, Series 65

Boston, MA

Raymond James & Associates

Kennie Taylor Jr. is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Raymond James, he worked with several Major League Baseball teams including the Minnesota Twins, Seattle Mariners, and New York Mets. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Taylor K

CFP®, Series 65, Series 63

Boston, MA

Raymond James & Associates

Taylor Krout is a financial advisor with Raymond James & Associates, holding CFP®, Series 65, and Series 63 credentials and seven years of industry experience. He previously worked at Kelly Financial Services for two years and has a background from Saint Francis University. 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, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel R

CFP®, Series 63, Series 65

Boston, MA

Raymond James & Associates

Daniel Ryan is a CFP® professional with 35 years of industry experience, currently with Raymond James & Associates since 2016. He serves on the Finance and Investment Committee of the First Church Swampscott, Congregational. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Amy M

Series 66

Boston, MA

Raymond James & Associates

Amy Mccormick is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew B

Series 66

Boston, MA

Raymond James & Associates

Matthew Butera is a financial advisor with Raymond James & Associates in Boston, holding a Series 66 designation and four years of industry experience. His prior roles include work at the Basketball Hall of Fame and Connecticut College. 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 and advisory services supported by extensive research and a network of affiliated portfolio managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brendan H

Series 63

Boston, MA

Raymond James & Associates

Brendan Hurley is a financial advisor with Raymond James & Associates based in Boston, MA, holding a Series 63 designation and 18 years of industry experience. Prior to joining Raymond James in 2017, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Vincent L

Series 63, Series 66

Boston, MA

Raymond James & Associates

Vincent Lisanke is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes prior roles at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. 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 clients, and municipalities, and offers financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Caroline P

Series 66

Boston, MA

Raymond James & Associates

Caroline Pherson is a financial advisor with Raymond James & Associates in Boston, MA, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she serves as a Notary Public for the State of Massachusetts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bradford M

Series 66

Boston, MA

Raymond James & Associates

Bradford Marcotte is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Esis and Ohio Wesleyan University. 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 with financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and proprietary research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Graham G

Series 66

Boston, MA

Raymond James & Associates

Graham Goodwin is a financial advisor with Raymond James & Associates in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he maintains personal investments including ownership of rental real estate and private investment interests. 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 government entities, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Katharine M

Series 66

Boston, MA

Raymond James & Associates

Katharine Mac Donald is a financial advisor with Raymond James & Associates in Boston, MA, holding a Series 66 designation and 15 years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for six years before joining Raymond James in 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipalities, offering financial planning and consulting services with an emphasis on non-discretionary management and a range of portfolio strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kerri D

Series 63, Series 66

Boston, MA

Raymond James & Associates

Kerri Donovan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at MBSC Securities Corporation and Standish Mellon Asset Management. She is based in Boston, MA. Raymond James & Associates is a 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Aaron A

Series 63, Series 65

Boston, MA

Raymond James & Associates

Aaron Albright is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2022, he worked at Merrill for 22 years and Bank of America for three years. He serves as assistant treasurer and finance/investment committee member of the Yale Club of Boston. 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 broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William S

CFP®, CFA®, Series 66

Boston, MA

Raymond James & Associates

William Sterling is a CFP®, CFA®, and Series 66 designated advisor with Raymond James & Associates in Boston, MA. He has 13 years of industry experience, including 10 years with Raymond James & Associates. 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 that includes individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ronald D

Series 63, Series 65

Boston, MA

Raymond James & Associates

Ronald Desbois is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Fahnestock & Co. Inc. for 17 years before joining Raymond James in 2020. He also serves as a trustee of the Margaret Brown Trust. 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—and offers a range of financial planning and consulting services, with a focus on non-discretionary advisory relationships supported by extensive research and portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kristin S

CFP®, Series 63

Boston, MA

Raymond James & Associates

Kristin Savidge is a financial advisor with Raymond James & Associates in Boston, MA. She holds the CFP® designation and Series 63 license and has 13 years of industry experience. Kristin 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 advisory services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew L

Series 63, Series 65

Boston, MA

Raymond James & Associates

Matthew Lefebvre is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, National Association. Lefebvre is based in Boston, MA. Raymond James & Associates, Inc. is a large firm that manages approximately $501 billion in assets and serves individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicholas P

CFP®, Series 66

Boston, MA

Raymond James & Associates

Nicholas Philippi is a CFP® with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to joining Raymond James, he worked at the MIT Sloan School of Management for two years. He is also a Captain and UH-1Y helicopter pilot in the United States Marine Corps Reserve. Raymond James & Associates is a large, 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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