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Christopher C

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.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner Retired Executive Doctor or Medical Professional Real Estate Professional Young Professionals HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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 affiliated with Raymond James & Associates. His prior positions include roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He serves as an acting trustee for a family trust. 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 offers financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

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

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

CFP®, Series 63, Series 65

Florham Park, NJ

Raymond James & Associates

David Frank is a CFP®-certified financial advisor with Raymond James & Associates, bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing for three years before joining Raymond James in 2019. Outside of advising, he is a silent partner in a sugaring business owned by his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research, multiple portfolio management styles, and municipal advisory services.

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

Series 66

Florham Park, NJ

Raymond James & Associates

Gregory Milazzo is a financial advisor with Raymond James & Associates in Florham Park, NJ, holding a Series 66 designation and 28 years of industry experience. His prior firms include Wells Fargo Clearing and Merrill. He serves as 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 individuals, institutions, and municipalities, providing financial planning and advisory services 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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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.

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

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

Series 63, Series 66

Florham Park, NJ

Raymond James & Associates

John Moran is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and over 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Moran is based in Florham Park, 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

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

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