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Donald C
Series 63, Series 65
Naples, FL
Raymond James & Associates
Donald Cox is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2004. 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 clients, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.
Sanford F
Series 63, Series 65
Naples, FL
Raymond James & Associates
Sanford Family is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in Capital Broadcasting. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Daniel D
Series 63
Naples, FL
Raymond James & Associates
Daniel Decambra is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Raymond James & Associates since 1987. In addition to his advisory role, he serves as a trustee and trust protector for family trusts and is involved in managing agricultural and short-term rental business activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management styles.
Loren S
Series 63
Naples, FL
Raymond James & Associates
Loren Sydney is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2016. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by extensive research and portfolio management resources.
Rodric M
Series 63, Series 65
Naples, FL
Raymond James & Associates
Rodric Mackay is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates, Inc. since 2016. 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, non-discretionary investment consulting, and institutional fiduciary solutions.
Lisa W
Series 63, Series 65
Naples, FL
Raymond James & Associates
Lisa Walsh is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. 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, investment consulting, and municipal advisory services.
Walter H
Series 63, Series 66
Naples, FL
Raymond James & Associates
Walter Hauser Jr. is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2014 and is also a partner investor in a pizza business established in 1992. 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, investment consulting, and municipal advisory services.
Paul E
Series 63, Series 65
Naples, FL
Raymond James & Associates
Paul Enoch Jr. is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 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 that manages approximately $501 billion in assets and serves a broad client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting, supported by a nationwide advisor network and a range of portfolio management styles.
John J
Series 63, Series 65
Naples, FL
Raymond James & Associates
John Joyce is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Outside of his advisory role, he is a partner in Private Capital Partners and a manager of ReJoyce4 LLC. Raymond James & Associates is a large firm serving individual, institutional, and municipal clients with financial planning and investment consulting services. The firm offers a range of portfolio management strategies and is notable for its municipal advisory services and extensive affiliate network.
James W
Series 63, Series 65
Naples, FL
Raymond James & Associates
James Wendling is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.
Matthew H
CFP®, Series 63, Series 66
Naples, FL
Raymond James & Associates
Matthew Howard is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2023. His prior experience includes roles at Valic Financial Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory work, he assists his father with household and health-related coordination under a part-time, compensated arrangement. 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, providing financial planning and non-discretionary investment consulting supported by research and multiple portfolio management styles.
David M
Series 63, Series 65
Naples, FL
Raymond James & Associates
David Moran is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 credentials and with 28 years of industry experience. His prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and UBS Financial Services. 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 and profit-sharing plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Albert B
Series 63, Series 65
Naples, FL
Raymond James & Associates
Albert Boris III is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2016. 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 individuals, institutions, pension plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
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