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Davis C

Series 66

Westport, CT

Raymond James & Associates

Davis Craw is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked at Advanced Structural Technologies, Mott MacDonald, and Black & Veatch. 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 institutional fiduciary solutions.

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

Series 66

Westport, CT

Raymond James & Associates

Kimberly Ciccarello is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley, 740 Park Ave LLC, and the Law Office of Marcia Kusnetz. 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, charitable organizations, 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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Maria Jesus F

Series 66

Westport, CT

Raymond James & Associates

Maria Jesus Fraile Alonso is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2017 and has prior experience at Tapas Box and Westfair Communications. She was also involved with the Westport Woman's Club for three years. 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 and investment consulting through various advisory programs and a nationwide adviser network.

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

Series 66

Westport, CT

Raymond James & Associates

Katherine Clarke 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 2018. 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 broad client base—including individuals, institutional and pension plans, charitable organizations, and government entities—and offers 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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Sean K

Series 63, Series 65

Westport, CT

Raymond James & Associates

Sean Kilbride is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2012. 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 a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and affiliated research.

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

CFP®, Series 66

Westport, CT

Raymond James & Associates

Matthew Garnett is a CFP® professional with 18 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. for 11 years and has a background outside finance that includes two decades at New York Sports Club. Garnett has entrepreneurial experience developing a VR self-help application through Audaz, Inc., though the project is not currently active. 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.

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

Series 63, Series 65

Westport, CT

Raymond James & Associates

Patrick Luckart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2010. From 2012 to 2020, he was a passive member of the Connecticut Asian Pacific American Bar Association, engaging primarily to develop relationships within the legal community. 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 consulting supported by a broad 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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David C

Series 63

Westport, CT

Raymond James & Associates

David Craw is a financial advisor with Raymond James & Associates in Westport, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. 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, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diversified portfolio management styles and affiliated research.

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

Series 66

Westport, CT

Raymond James & Associates

Brendan Cannon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in various roles at companies including Pryon, Zimmer Biomet, Merit Medical, Gartner, and Stryker. He is a partner in a family partnership but has no active responsibilities in that venture. 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 non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

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

Series 66, Series 63

Westport, CT

Raymond James & Associates

Nathan Collins is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at Ararat Capital, River AI, Concord Music, and Samuel French, Inc. Collins is also a partner and silent investor in Tap Festivals LLC, where he volunteers during events. 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 individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

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