Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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 in Stuart, Florida, holding a Series 63 designation and 33 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing. He is also involved as a successor trustee for a revocable living trust. 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 consultative services with a non-discretionary investment approach supported by a range of portfolio management styles and affiliated research.
Nancy G
Series 63, Series 65
Stuart, FL
Raymond James & Associates
Nancy Goethel is a financial advisor with Raymond James & Associates in Stuart, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. She previously worked at Merrill for 15 years and Bank of America, N.A. for 15 years. Nancy serves as a board member and finance committee member for the Council on Aging of Martin County, a local nonprofit organization. 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 charitable organizations through tailored, non-discretionary financial planning and investment consulting.
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 financial advisor with Raymond James & Associates in Stuart, Florida, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 28 years of industry experience, including prior roles at Ameriprise, Comerica Securities, Cetera Investment Services, and Natcity Investments. He serves on the finance and investment committee of St. Joseph Catholic Church in Stuart. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with financial planning, non-discretionary consulting, and institutional fiduciary solutions, leveraging a range of portfolio management styles and affiliated research resources.
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 20 years of industry experience. She has worked at Raymond James since 2008 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. for a combined three years. 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 and non-discretionary investment consulting supported by a nationwide adviser network.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters