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Michael F

Series 66

Mount Laurel, NJ

Raymond James & Associates

Michael Francisco is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a board member and secretary of Patriot Fund, a nonprofit organization he helped found. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

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

Series 63, Series 66

Mount Laurel, NJ

Raymond James & Associates

Nancy Schultz is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She worked at UBS Financial Services for 12 years before joining Raymond James in 2025. 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, institutional investors, charitable organizations, and government 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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Jacob S

Series 63, Series 65

Mount Laurel, NJ

Raymond James & Associates

Jacob Snover is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, he worked at JPMorgan Chase Bank and JPMorgan Securities. His work history includes roles outside the financial industry, including at Amazon and various short-term positions. 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 across individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

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

Series 63, Series 65

Mount Laurel, NJ

Raymond James & Associates

Christopher Puscian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2022. 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 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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Tyler S

Series 66

Mount Laurel, NJ

Raymond James & Associates

Tyler Sherman is a financial advisor with Raymond James & Associates, holding a Series 66 designation. He began his advisory career at Raymond James in 2026. Prior to this, he worked in roles with the New Orleans Saints and Pelicans and in the hospitality industry. 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 and investment consulting with a range of portfolio management styles and firm-supported research.

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

Series 63, Series 65

Mount Laurel, NJ

Raymond James & Associates

Amanda Frank is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses. She has been with Raymond James since 2026 and has prior experience at firms including Morgan Stanley, Vanguard Group, and Momentum Wealth Partners. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, advisory services, and municipal market-making and execution.

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

Series 63, Series 65

Mount Laurel, NJ

Raymond James & Associates

Adam Bracy is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Raymond James in 2025, he worked at TD Bank and its affiliated private client wealth firm for 10 years, as well as at PNC Wealth Management. He serves on the development board of the Greater Philadelphia YMCA and is involved with the Golf Association of Philadelphia. 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 public entities, providing 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
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Brian B

Series 66

Mount Laurel, NJ

Raymond James & Associates

Brian Baskin is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he coaches Jiu Jitsu at the Moorestown Recreational Center. 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, offering a range of financial planning and consulting services supported by various portfolio management styles and in-house research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William R

Series 63, Series 65

Mount Laurel, NJ

Raymond James & Associates

William Rivel is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for nine years at Janney Montgomery Scott, LLC before joining Raymond James in 2022. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advisory relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Russell J

Series 63, Series 65, Series 66

Mount Laurel, NJ

Raymond James & Associates

Russell Johnson is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63, Series 65, and Series 66 designations and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016 and was previously employed at Harrisdirect LLC from 2002 to 2005. 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 charitable organizations, 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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