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Brian V

Series 63, Series 66

Portsmouth, NH

Raymond James & Associates

Brian Verville is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 66 credentials and over 37 years of industry experience. He has been with Raymond James since 2014 and is also the owner of Pierre Properties, LLC, a residential rental business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services, including municipal advisory and institutional fiduciary solutions.

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

Series 65, Series 63

Portsmouth, NH

Raymond James & Associates

John Swartz is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, he worked at Brewster Ambulance Service, Boston University, Horizon Beverage Company, and Southern Glazers Wine & Spirits. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Portsmouth, NH

Raymond James & Associates

Daniel Shutt is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 registrations and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 15 years before joining Raymond James. 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 and consulting with a range of portfolio management styles, supported by extensive research and a variety of affiliated investment strategies.

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

Series 63, Series 65

Portsmouth, NH

Raymond James & Associates

Erik Loranger is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2000. 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 clients, charitable organizations, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research support.

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