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Eileen K

Series 63, Series 65

Glastonbury, CT

Raymond James & Associates

Eileen Keegan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. 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, institutional and pension plans, and charitable organizations, 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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Daniel E

Series 66

Glastonbury, CT

Raymond James & Associates

Daniel Eberle is a financial advisor with Raymond James & Associates holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Raymond James & Associates is a large dual-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 specialized municipal advisory services.

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

CFP®, Series 63, Series 65

Glastonbury, CT

Raymond James & Associates

Seth Diamond is a CFP® professional with 32 years of industry experience, currently serving at Raymond James & Associates since 2025. Prior to this, he worked at Janney Montgomery Scott LLC for eight years and the predecessor Janney Montgomery Scott for four years. Outside of his advisory role, he coordinates a monthly Investor's Business Daily meetup in Hartford and plays bass guitar in a local rock band. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering 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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Edward P

Series 63, Series 66

Glastonbury, CT

Raymond James & Associates

Edward Prendergast is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott and Edward Jones. Outside of his advisory work, he is a musician and occasionally performs as a singer in a band on weekends. 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, institutional investors, 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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Martin C

CFP®, Series 63, Series 65

Glastonbury, CT

Raymond James & Associates

Martin Carroll is a CFP® professional with 29 years of industry experience. He has worked at Raymond James & Associates since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory work, Carroll is involved in nonprofit leadership, including serving as chairman of a charitable golf tournament for the Marine Corps Scholarship Foundation and holding board positions with Connecticut-based nonprofit organizations. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a range of portfolio management approaches supported by research and modeling tools.

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

Series 63, Series 65

Glastonbury, CT

Raymond James & Associates

Timothy Collins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Glastonbury, CT. 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, pension plans, and charitable organizations, providing 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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Jennifer C

Series 66

Glastonbury, CT

Raymond James & Associates

Jennifer Carroll is a financial advisor with Raymond James & Associates in Glastonbury, CT. She holds the Series 66 designation and has 10 years of industry experience, including prior roles at Merrill and Bank of America, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and provides 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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