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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 in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, Citizens Securities, Merrill, and Fidelity. Raymond James & Associates is a large SEC-registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, employing a range of portfolio management styles supported by affiliated research and model managers.

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 in Glastonbury, CT, holding a Series 66 designation and 20 years of industry experience. His career includes prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by in-depth analyses and a range of portfolio management styles.

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 33 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. His prior experience includes roles at Janney Montgomery Scott LLC, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he coordinates a monthly Investor's Business Daily meetup and plays bass in a rock band. 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, institutional clients, and charitable organizations, providing 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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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 in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Raymond James & Associates since 2019. 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad 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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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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