Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christopher C
Verified by Warmer
CFP®, Series 63, Series 66
Florham Park, NJ
Raymond James & Associates
Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.
Rene D
Series 63, Series 65
Florham Park, NJ
Raymond James & Associates
Rene Dierkes is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Mountainside Town Council in New Jersey and owns a scrap metal business. 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, pension plans, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.
Joseph M
CFP®, Series 63, Series 65
Florham Park, NJ
Raymond James & Associates
Joseph Marinaccio is a CFP® with 19 years of industry experience, currently with Raymond James & Associates since 2022. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He serves as an acting trustee for a family trust. 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, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.
Michael K
Series 66
Florham Park, NJ
Raymond James & Associates
Michael Kelly Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley for eight years before joining Raymond James in 2024. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
David F
CFP®, Series 63, Series 65
Florham Park, NJ
Raymond James & Associates
David Frank is a CFP® with over 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a silent partner in a family-owned sugaring 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, institutional clients, and municipal entities, offering tailored financial planning and consulting services through a range of investment strategies and affiliated research.
Gregory M
Series 66
Florham Park, NJ
Raymond James & Associates
Gregory Milazzo is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining his current firm. He also serves as acting trustee for a family 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 institutional fiduciary services.
Damien C
CFP®, Series 66
Florham Park, NJ
Raymond James & Associates
Damien Caillault is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Raymond James & Associates and previously worked for nine years at Stifel Nicolaus & Co Inc. Outside of his advisory role, he manages a leisure equipment rental business in New Jersey. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and draws on multiple portfolio management styles and affiliated research.
Daniel P
Series 63, Series 66
Florham Park, NJ
Raymond James & Associates
Daniel Pan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he co-owns and manages a multi-family rental property in Jersey City, NJ. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
John M
Series 63, Series 66
Florham Park, NJ
Raymond James & Associates
John Moran is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of clients including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research options.
Frank M
Series 63, Series 66
Florham Park, NJ
Raymond James & Associates
Frank Mckenna is a financial advisor with Raymond James & Associates in Florham Park, NJ, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a range of portfolio management styles.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters