Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Kenneth B

Series 63, Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Kenneth Borg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes nearly three decades at Comerica Securities and three years at Ameriprise. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides comprehensive financial planning and consulting services, leveraging a wide range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Noah H

CFP®, Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Noah Hauswirth is a CFP® professional with four years of industry experience, currently advising at Raymond James & Associates. His prior work includes a role at Morgan Stanley and experience in business education at Miami University’s Farmer School of 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, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Daniel B

CFP®, Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Daniel Battjes is a CFP® professional with 22 years of industry experience, currently serving at Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Grosse Pointe Farms, MI. Outside of his advisory role, he is the owner of a family vacation home, which is managed through an LLC for rental purposes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and governmental 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
user avatar
firm logo

Joseph D

Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Joseph Danley is a financial advisor with Raymond James & Associates in Grosse Pointe Farms, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, he serves with the Grosse Pointe Farms Police Reserve Unit. 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 solutions supported by a nationwide adviser force.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Joshua R

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Joshua Rajewski is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has held his current position since 2005. Rajewski holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Robert P

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Robert Peabody Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 1999, totaling 27 years at the firm. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Van H

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Van Hauswirth is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. starting in 1995. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Alexander M

Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Alexander Martinez is a financial advisor with Raymond James & Associates who holds a Series 66 credential and has three years of industry experience. Prior to his current role, he worked at Sportradar and has spent time as a baseball coach, providing individual lessons to children. He is also involved with Michigan Ignite Baseball, offering coaching in the sport. 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 municipalities, and offers a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Robert M

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Robert Martinez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2011. 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, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Sammy A

CFP®, Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Sammy Amine is a CFP®-designated financial advisor with 12 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at Ameriprise and Comerica Securities. He has also worked as a financial advisor covering Comerica Bank branches under the Ameriprise umbrella. 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 consulting services with 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
user avatar
firm logo

Nicholas O

Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Nicholas Omicioli is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hantz Financial Services for seven years before joining Raymond James & Associates, where he has been since 2023. 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 and pension plans, and charitable organizations, offering a range of financial planning and investment consulting services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mark N

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Mark Napolitano is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held his position at Raymond James since 2003. He holds Series 63 and Series 65 credentials. 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, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Daniel K

Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Daniel Keller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2008. 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 and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Wayne P

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Wayne Pittel is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. beginning in 1998. 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 and pension plans, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Charles T

Series 63, Series 65

Grosse Pointe Farms, MI

Raymond James & Associates

Charles Tourangeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He worked at Hantz Financial Services, Inc. for 22 years before joining Raymond James in 2023. He serves as a board member and secretary for Grosse Pointe Academy, a private school in Grosse Pointe Farms, MI. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jeffrey W

Series 63, Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Jeffrey Winkler is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a partner in Seneca Hawthorne Holdings, an LLC that owns a fitness facility in Detroit. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated specialists.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

John N

Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

John Napolitano is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2025. He has one year of industry experience and previously held roles at Deloitte Tax LLP, Price Waterhouse Coopers LLP, and KPMG LLP. 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 clientele, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Andrew S

Series 63, Series 66

Grosse Pointe Farms, MI

Raymond James & Associates

Andrew Spearman is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Securities. Outside of his advisory work, he serves as Treasurer of the Grosse Pointe Library Foundation and is a successor trustee of the Spearman Family Trust. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors and a range of portfolio management strategies.

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

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.

Find your advisor

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")