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Antonio B

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Antonio Barbosa is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and HSBC Securities (USA) Inc. Outside of his advisory work, he co-owns real estate investment properties with his wife. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Wendy A

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Wendy Ashford is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James since 2017 and previously held roles at J.W. Cole Advisors, The Emerald Financial Group, and J.W. Cole Financial. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a notable focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Alberto S

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Alberto Sisso is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of finance, he owns and operates a fine art photography business. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs and maintains capabilities in public finance and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Robert P

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Robert Paretti is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, with advisory relationships typically structured as non-discretionary.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jeremy V

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Jeremy Voccia is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2021, he worked at GWN SECURITIES, Inc. from 2019 to 2021 and has experience outside finance at Village Tavern from 2012 to 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Griselda U

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Griselda Uzcategui is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, she is a notary public in Broward County, Florida, and has a minority ownership stake in Corporation Britanica 5G, Ltd. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, serving a wide range of clients including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services and is notable for its involvement in municipal and public finance alongside a comprehensive affiliate network.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Elias T

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Elias Tache Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. He serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive affiliate resources and specialized municipal finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Benjamin S

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Benjamin Smolen is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and a probate law firm. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and municipal finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jose Rafael E

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2021, he worked as a self-employed graphic designer and held roles at Nova Southeastern University, Anywhere Works, and Study and Travel. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Philipp M

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Philipp Muller is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Citigroup for seven years before joining Raymond James & Associates. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis and is noted for its municipal and public finance capabilities as well as its integrated network of affiliates.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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James G

Series 66

Fort Lauderdale, FL

Raymond James & Associates

James Goulet is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation with 13 years of industry experience. He has been with Raymond James & Co since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Maria S

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Maria Schnirman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping entrepreneurs and high-net-worth individuals navigate their financial journeys. With more than two decades of experience, she focuses on developing customized financial plans grounded in clients’ values and goals, guiding them toward financial progress and wealth preservation. Maria’s expertise encompasses a broad range of areas including college education planning, legacy planning, liquidity management, retirement income, tax minimization, and strategies tailored for women and small businesses. Fluent in English and Spanish, Maria holds a bachelor’s degree in Finance and International Business from Universidad Sergio Arboleda. She holds the Personal Investment Advisor (PIA) designation and emphasizes a collaborative management style, prioritizing long-term relationships through client education, credit strategies, asset allocation, and personalized financial planning. Maria is committed to simplifying investment complexities by connecting clients with seasoned professionals and providing access to lending and banking services through Bank of America. Beyond her professional role, Maria is actively involved in community projects and is a member of the Hispanic Chamber of Commerce NY. Her personal interests include baseball, fishing, football, hiking, painting, running, skiing, soccer, tennis, and traveling.

Wealth management Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner Women Professionals Established Professionals
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Gavin H

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Gavin Haines is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Ameriprise and Anthem Strategists, as well as positions outside finance such as at Bo n' Vine Burger Bar and Buffalo Wild Wings. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and a broad client base ranging from individuals to municipal entities. The firm provides wealth advisory planning and investment consulting through various programs, with a notable focus on municipal and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Richard C

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Richard Caccamise Jr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Raymond James & Associates since 1998, with a brief gap before returning in 2017. Outside of his advisory work, he is involved in real estate ownership through Starr Marine LLC and Starr Properties LLC. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it also serves municipal clients with public-financing and investment banking services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Glenn L

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Glenn Lotenberg is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Advisors Asset Management, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis through a broad network of financial advisors and affiliated services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Rui F

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Rui Forcada is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Deutsche Bank Securities, Deutsche Bank Trust Co, HSBC, and Db Usa Core Corporation. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with particular capabilities in public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Ana M

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Ana Maimon is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates offers financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Kiyoko J

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Kiyoko Johnson is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal clients. The firm offers wealth advisory planning and investment consulting through a range of programs and provides specialized municipal and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Sean B

Series 63, Series 65, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Sean Buck is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63, Series 65, and Series 66 licenses. He has 28 years of industry experience and has been with Raymond James & Associates since 1998. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal governments. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Scott C

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Scott Cutliff is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Raymond James since 2012 and has prior experience with Beachbody. Outside of his advisory role, he has a nominal involvement with Beachbody coaching. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients through various advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Tiani H

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Tiani Hausen is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined total of eight years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, and government entities, delivering advice through non-discretionary planning and portfolio recommendations.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Eitan S

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Eitan Sisso is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Super.com and Daily Steals, as well as Bayview Asset Management and Schlumberger. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Joseph A

CFP®, Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Joseph Andrews is a CFP® professional with 21 years of industry experience. He is currently with Raymond James & Associates and previously worked at Merrill and Bank of America, N.A. He holds Series 63 and Series 66 licenses. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through non-discretionary advisory relationships, and it also serves municipal clients with public-financing and investment banking capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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James R

Series 65, Series 66

Fort Lauderdale, FL

Raymond James & Associates

James Reynolds is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Merrill and Bank of America. Based in Fort Lauderdale, FL, he joined Raymond James & Associates in 2023. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporations, charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Joseph M

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Joseph Musumeci is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2011. The firm provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. Raymond James offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Barbara C

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Barbara Corrao is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory work, she serves as a director of Pinion, Inc., a nonprofit organization she founded. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Rhonda M

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Rhonda Mcniel is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She previously worked at Oppenheimer for 13 years before joining Raymond James in 2022. Outside of her advisory role, she is a partner in Deer Park Farm New Castle Virginia LLC, a business related to short-term rental properties managed by her spouse. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a focus on both retail and institutional advisory services, including public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Marc K

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Marc Kopelman is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 credential and 16 years of industry experience. He has been with Raymond James since 2009 and previously served with the Urban Land Institute Southeast Florida/Caribbean District Council. Kopelman is active in nonprofit governance, currently serving as Treasurer and Board Member of the Ocean Riviera Association and as a committee member on the Jewish Federation of Broward County’s Investment Committee. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Peter C

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Peter Corrao III is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James & Associates since 1998. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with capabilities in public finance and municipal work, alongside institutional consulting and wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Paul S

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Paul Schwing 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 The Law Offices of Grey & Mourin and St. Thomas University. Outside of finance, he was involved with Ryleigh's Oyster from 2017 to 2021. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, charitable organizations, and government entities, emphasizing non-discretionary financial planning and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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