Alicia Birch is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch from 1988 to 2024. 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.

Nicholas Gagliardo is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously spent 11 years with TIAA-CREF and TIAA before joining Raymond James in 2025. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Michael Gates is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America, N.A., and Merrill, accumulating substantial experience at both firms before joining Raymond James. 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 range of portfolio management styles and affiliated research.

Jaclyn Greiner is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and previously worked for Bank of America Merrill Lynch for 13 years before joining her current firm in 2024. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Salvatore Gandolfo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a partner in Fordham School LLC, which manages a Florida condo rental. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Peter Walsh is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 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. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ashley Avery is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, she worked at RBC Capital Markets and Wells Fargo Clearing Services. Outside of financial advising, she provides part-time drop-in pet sitting services through a business called A Place for Rover, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles and firm research to support client decisions.

Kevin Klein is a CFP®-certified financial advisor with 20 years of industry experience. He currently works with Raymond James & Associates and previously held roles at Bank of America and Merrill. 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 Baker is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith, Inc., and Bank of America, N.A. His background includes roles outside finance, such as with the Buffalo Sabres and the National Lacrosse League. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles supported by affiliated research and model managers.

Christopher Scott is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Raymond James & Associates, Inc. is a large dual-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.