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Deborah V
Series 63
Stuart, FL
Raymond James & Associates
Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 29 years. Vincent holds a Series 63 designation and is based in Stuart, Florida. 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 solutions.
Vincent G
CFP®, Series 66
Stuart, FL
Raymond James & Associates
Vincent Grucza is a CFP® with 11 years of experience currently advising at Raymond James & Associates. He has worked with Raymond James since 2014 and has a background that includes nearly a decade with the West Coast Officials 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 diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Tanya W
Series 66
Stuart, FL
Raymond James & Associates
Tanya Wandoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2017 and previously at UBS Financial Services from 2014 to 2017. 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 advisory services.
Thomas S
Series 66
Stuart, FL
Raymond James & Associates
Thomas Sloane is a financial advisor with Raymond James & Associates in Stuart, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services and Kuehne + Nagel Inc., as well as service in the United States Navy and Navy Reserves. 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 municipal advisory services.
Paul S
Series 63, Series 65
Stuart, FL
Raymond James & Associates
Paul Stanislau is a financial advisor with Raymond James & Associates in Stuart, Florida. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Prior to joining Raymond James in 2023, he worked at UBS Financial Services for 12 years. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non‑discretionary investment consulting, and institutional fiduciary services.
Gerald S
Series 63
Stuart, FL
Raymond James & Associates
Gerald Saelzer is a financial advisor with Raymond James & Associates, holding a Series 63 credential and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a successor trustee for a revocable living trust. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management approaches.
Nancy G
Series 63, Series 65
Stuart, FL
Raymond James & Associates
Nancy Goethel is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2013, as well as Bank of America and Merrill in prior roles. She serves on the Board of the Council on Aging Martin County and is a member of its Finance and Investment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while providing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Charlene L
Series 63
Stuart, FL
Raymond James & Associates
Charlene Langford is a Series 63 licensed financial advisor at Raymond James & Associates with 38 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.
Martin S
Series 63, Series 65
Stuart, FL
Raymond James & Associates
Martin Sloane is a financial advisor with Raymond James & Associates in Stuart, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining Raymond James in 2025, he worked for UBS Financial Services from 1983 to 2025. 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.
Anthony L
CFP®, Series 63, Series 65
Stuart, FL
Raymond James & Associates
Anthony Losh is a CFP® professional with 27 years of industry experience. He currently works at Raymond James & Associates and previously spent 15 years at Comerica Securities, Inc., followed by a year at Ameriprise. He serves as a Finance Council Member on the investment committee for St. Joseph Catholic Church. 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, investment consulting, and municipal advisory services.
Jacqueline B
Series 66
Stuart, FL
Raymond James & Associates
Jacqueline Burke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Raymond James & Associates since 2008. 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 advisory services.
Jeffrey A
Series 63
Stuart, FL
Raymond James & Associates
Jeffrey Atlas is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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