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Richard P

Series 63

New York, NY

Raymond James & Associates

Richard Parker is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and over 56 years of industry experience. He has been with Raymond James since 2016 and is also involved in real estate, owning and managing several renovated residential buildings in Brooklyn with his son. Additionally, he co-owns a small, inactive antiques business with his wife. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with 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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Helen P

CFP®, Series 63, Series 66

New York, NY

Raymond James & Associates

Helen Paradise is a CFP®-certified financial advisor with 26 years of industry experience. She has worked at Raymond James & Associates since 2022 and previously spent 12 years with Ameriprise Financial Services, Inc. in New York, NY. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

CFP®, Series 65, Series 63

New York, NY

Raymond James & Associates

Andrew Madlinger is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Raymond James & Associates since 2018 and prior to that was with Boston Private Wealth LLC for two years. He is based in New York, NY. 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 public entities, offering customized financial planning and advisory services supported by a nationwide adviser network and a variety of portfolio management styles.

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

Series 63, Series 65

New York, NY

Raymond James & Associates

William Seugling is a financial advisor with Raymond James & Associates in New York, holding Series 63 and Series 65 credentials and bringing 32 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 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
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Jeffrey G

Series 63, Series 65

New York, NY

Raymond James & Associates

Jeffrey Goldberg is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade for 14 years before joining his current firm in 2021. 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, 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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Gregory N

Series 66

New York, NY

Raymond James & Associates

Gregory Nargizian is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2021. Prior to his advisory role, his background includes work with Toufayan Bakeries and involvement with AGBU Camp Nubar. Raymond James & Associates, Inc. is a 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 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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Conor L

Series 66

New York, NY

Raymond James & Associates

Conor Lynch is a financial advisor at Raymond James & Associates in New York, NY, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Raymond James & Associates since 2013. 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 and pension plans, 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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Shannon R

Series 63, Series 66

New York, NY

Raymond James & Associates

Shannon Rouzier is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James for 10 years. Outside of her advisory role, she creates and sells dolls as a hobby through an Etsy shop. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, investment consulting, and institutional fiduciary 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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Al M

Series 63

New York, NY

Raymond James & Associates

Al Myrie is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and 23 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 and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. 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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David B

Series 63, Series 65

New York, NY

Raymond James & Associates

David Brennan is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is an author of a fictional historical novel. 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, 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 M

Series 63, Series 65

New York, NY

Raymond James & Associates

David Melian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. Outside of his advisory role, he operates a photography business, David Melian Photography, which he has run since 2012. 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 public 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
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Edward H

Series 63

New York, NY

Raymond James & Associates

Edward Hynes is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2008. Outside of his advisory role, he is a minority partner in Barn Light LLC, a business owned primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a diverse range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Harrison C

Series 66

New York, NY

Raymond James & Associates

Harrison Carter is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked in academia at the University of South Carolina and Walt Whitman High School. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with a nationwide adviser network overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional consulting through various specialized divisions.

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

Series 63, Series 66

New York, NY

Raymond James & Associates

Shanker Sadhwani is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he co-owns an investment property in Nashville with his wife. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and research resources.

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

Series 66

New York, NY

Raymond James & Associates

Grace Prado is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked in roles including at the Department of Homelessness Services and Baruch College. 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 municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

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

Series 63

New York, NY

Raymond James & Associates

Gary Froud is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns a second home that is occasionally rented. 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, pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63, Series 66

New York, NY

Raymond James & Associates

Drew Levy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior roles include positions at Levy/Parisi Insurance Group INC and Allstate Insurance Co. He is based in New York, NY. 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 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 G

Series 65, Series 63

New York, NY

Raymond James & Associates

Andrew Gartland is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Bank of America, Merrill, and Janney Montgomery Scott. Gartland serves as a volunteer on the Junior Board of the Precious Dreams Foundation, a nonprofit focused on supporting underserved youth in New York City. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions 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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Miro P

Series 63

New York, NY

Raymond James & Associates

Miro Pasic is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. 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 high-net-worth 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
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Donna A

Series 63, Series 66

New York, NY

Raymond James & Associates

Donna Andersen is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 licenses. She has 32 years of industry experience and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and 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.

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