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Christine D
Series 63, Series 65
Devon, PA
Raymond James & Associates
Christine Diemidio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James since 2016, and previously at Merrill and Citigroup Global Markets. Raymond James & Associates is a large, SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting with non-discretionary implementation through various portfolio management styles and affiliated research.
Paul M
Series 65, Series 63
Devon, PA
Raymond James & Associates
Paul Milnes is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Credit Suisse Securities, Persimmon Capital Management, and DeWitt Capital Management. Outside of advisory work, he is a partner and investor in JAMMSY I LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a broad affiliate ecosystem.
Logan R
Series 66
Devon, PA
Raymond James & Associates
Logan Rindock is an advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in operations and facilities management roles, including at Muhlenberg College and Parkland High School. Outside of his advisory work, he is involved in buying and selling collectibles through online livestream auctions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm provides financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.
Donna Marie K
Series 66, Series 65
Devon, PA
Raymond James & Associates
Donna Marie Kelly is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at RBC Capital Markets, Janney Montgomery Scott, and Deutsche Bank Securities. She has also served in a sacristan role at St. Agnes Church since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.
Alexander B
Series 66
Devon, PA
Raymond James & Associates
Alexander Boris is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His career includes positions at Raymond James & Associates since 2021 and a prior role at Juice Dr. 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 a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with primarily non-discretionary client relationships and access to diverse portfolio management styles.
Michael A
Series 66
Devon, PA
Raymond James & Associates
Michael Antoni is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Gagliardi Insurance Services. Outside of his advisory role, Antoni serves as an assistant hockey coach at Drexel University and acts as a co-trustee of a charitable trust. 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 municipalities, offering non-discretionary financial planning and consulting tailored through risk profiling and software-driven analyses.
Mary K
Series 63
Devon, PA
Raymond James & Associates
Mary Kane is a financial advisor with Raymond James & Associates in Devon, PA, holding a Series 63 designation and 29 years of industry experience. Her prior firms include Merrill, Morgan Stanley, Wells Fargo Clearing, and Janney Montgomery Scott. 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, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Andrew K
Series 66
Devon, PA
Raymond James & Associates
Andrew Kaplan is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has been with Raymond James in various capacities since 2016. Outside of his advisory role, Kaplan serves as a trustee and successor trustee for a family-related 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Joshua F
Series 66, Series 63
Devon, PA
Raymond James & Associates
Joshua Fouraker is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Raymond James, he worked at NVR Inc., Allan Myers Inc., and Joy Services. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Lisa F
CFP®, Series 63, Series 65
Devon, PA
Raymond James & Associates
Lisa Fouraker is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Her prior experience includes roles at Janney Montgomery Scott and RBC Capital Markets. Outside of her advisory work, she is an owner of a rental real estate business. 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 municipalities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.
Eric G
Series 63, Series 65
Devon, PA
Raymond James & Associates
Eric Geedey is a financial advisor at Raymond James & Associates with 11 years of industry experience. He has held positions at Raymond James since 2017 and previously worked at Lincoln Financial Distributors from 2015 to 2017. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Kevin H
CFP®, Series 66
Devon, PA
Raymond James & Associates
Kevin Hott is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James & Associates. His prior work includes roles at SunTrust Advisory Services and The Vanguard Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and extensive affiliated research.
Raymond G
Series 63, Series 65
Devon, PA
Raymond James & Associates
Raymond Gutowski is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2002. In addition to his advisory role, he serves as a trustee and successor trustee for a family trust alongside his brother and mother. 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 charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.
Terrence F
Series 63, Series 65
Devon, PA
Raymond James & Associates
Terrence Fant is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2011. 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 and pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and affiliated research resources.
Michael C
Series 63, Series 65
Devon, PA
Raymond James & Associates
Michael Casey is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James & Associates since 1998. 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 services.
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