Joseph Bartumioli is a financial advisor with Raymond James & Associates in Woodbury, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he oversees the publishing of his son’s music. 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 tailored financial planning and consulting, drawing on a broad range of portfolio management styles and affiliated research.

John Gorman is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 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 individuals, institutional clients, and municipal entities, offering financial planning and advisory services through various specialized programs and a range of portfolio management styles.

Steven Whelan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked for Fahnestock & Co. Inc. for 20 years before joining Raymond James in 2022. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Warshaw is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2012. 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 municipal entities—offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Joan Ferrara is a financial advisor with Raymond James & Associates in Woodbury, NY, holding a Series 63 designation and 39 years of industry experience. She has been with Raymond James & Associates since 2010. 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, institutional and pension/profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management strategies and affiliated research.

Arthur Springer is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 designations and bringing 40 years of industry experience. His career includes eight years at Bank of America before joining Raymond James in 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 individual, institutional, and municipal clients, offering financial planning, investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by affiliated research and model managers.