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Steven W

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Steven Weisberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2011. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of financial planning and consulting services, with a focus on tailored, non-discretionary advice supported by firm research and multiple portfolio management strategies.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Hugo Porro is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His career includes over a decade at Morgan Stanley and its Private Bank division before joining Raymond James. 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, institutions, and municipal clients through financial planning, investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles complemented by affiliated research and model managers.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Hope Turock is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. 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, 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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Rachel G

Series 66

Hallandale Beach, FL

Raymond James & Associates

Rachel Gammerman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she is the owner of LIORA LLC, a business unrelated to investment activities. 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 services.

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

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Michael Zalkind is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. Before joining Raymond James in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 12 years. 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 range of clients, including high-net-worth individuals, institutions, 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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Gary C

CFP®, Series 66

Hallandale Beach, FL

Raymond James & Associates

Gary Curry is a CFP® certified financial advisor with 17 years of industry experience. He has been with Raymond James & Associates since 2014, serving clients from Hallandale Beach, FL. Outside of his advisory role, he is the owner of a rental real estate business in Fort Lauderdale, FL. 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 investors, 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
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David N

Series 66

Hallandale Beach, FL

Raymond James & Associates

David Nagel is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for six years. Prior to his financial services career, he had roles at Dicks Sporting Goods and Aflac. 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 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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Ricardo K

Series 66

Hallandale Beach, FL

Raymond James & Associates

Ricardo Kassin Nasser is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services and UBS International Inc before joining Raymond James in 2019. He serves as a trustee for his family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $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 solutions.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Gina Ferreira is a financial advisor at Raymond James & Associates with 11 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, she worked at Jefferies Investment Advisers LLC and Jefferies LLC from 2023 to 2026, and at Morgan Stanley Smith Barney LLC and related Morgan Stanley entities from 2016 to 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary advisory approach.

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

Series 63

Hallandale Beach, FL

Raymond James & Associates

Joseph Sacco is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 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 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 a range of financial planning, investment consulting, and institutional fiduciary services.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Joseph Gammerman is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously studied at Florida International University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Edward Kleinman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. 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 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
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Javier H

Series 66

Hallandale Beach, FL

Raymond James & Associates

Javier Himelstein is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. He is based in Hallandale Beach, FL. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

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

Series 66, Series 63

Hallandale Beach, FL

Raymond James & Associates

Helena Borges Fortes is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Morgan Stanley from 2015 to 2019. Helena is based in Hallandale Beach, FL. 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 nationwide adviser network.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Vladimir Levyi is a financial advisor with Raymond James & Associates, holding a Series 66 credential and seven years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley from 2018 to 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

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

Series 63, Series 66

Hallandale Beach, FL

Raymond James & Associates

Manuel Porro is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and CITIGROUP. 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 municipalities, 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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Gil R

CFP®, Series 66

Hallandale Beach, FL

Raymond James & Associates

Gil Rubio is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, 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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Jack C

Series 66, Series 63

Hallandale Beach, FL

Raymond James & Associates

Jack Cohen is a financial advisor with Raymond James & Associates in Hallandale Beach, FL. He holds Series 66 and Series 63 credentials and has 19 years of industry experience. Prior to joining Raymond James in 2023, Cohen worked at Morgan Stanley Private Bank and Itau International Securities. Outside of his advisory work, he manages a family-related business involved with property maintenance in Miami. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, 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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Juan J

Series 66

Hallandale Beach, FL

Raymond James & Associates

Juan Jimenez is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Wells Fargo Bank, N.A. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad advisory network and a range of portfolio management styles.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Vijay Baxter is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2015 prior to joining Raymond James. 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, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Pamela Hintz is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 designations. She has 25 years of industry experience, including seven years at Morgan Stanley before joining Raymond James in 2019. 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 municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Jordan Niefeld is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2014. 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, pension plans, charitable organizations, 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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David K

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

David Katz is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2017, following a three-year tenure at Ameriprise Financial Services. Outside of his advisory role, he is an author and editor. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary 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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Andrew S

CFP®, Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Andrew Sukhin is a CFP® professional with 35 years of industry experience. He is currently with Raymond James & Associates and has over a decade of prior experience at Morgan Stanley, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 high-net-worth individuals, institutions, pension plans, and charitable organizations, offering 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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Ryan P

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Ryan Phillips is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, he held positions at firms including Candlewood Securities LLC, Ameriprise, and Equitable Advisors LLC. Outside of his advisor role, he is the CFO and co-founder of Cliqued, LLC, a connectivity-based application, where he is involved in financial modeling and budgeting. 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, institutions, and municipalities, and offers a variety of financial planning and advisory services that emphasize client-directed implementation and a range of portfolio management strategies.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Andrew Kormilitsin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and held roles at Fordham University’s Transportation Department and The Dwight School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing 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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Rhonda W

CFP®, Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Rhonda Weinman is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she acts as a trustee for an irrevocable life insurance trust for her family. 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 customized financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

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

Series 63, Series 66

Hallandale Beach, FL

Raymond James & Associates

David Behar is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Before joining Raymond James in 2023, he spent nine years with Morgan Stanley and its Private Bank division. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, 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
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