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Michael M

Series 63, Series 65

Worcester, MA

Raymond James & Associates

Michael Martin is a financial advisor with Raymond James & Associates in Worcester, MA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2015. 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 municipalities, 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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Christopher L

CFP®, ChFC®, Series 66

Worcester, MA

Raymond James & Associates

Christopher Lussier is a financial advisor at Raymond James & Associates in Worcester, MA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. His prior work includes roles at Next Level Properties, LLC and Fleur de Lis Properties, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad network of advisers and a range of portfolio management strategies.

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

Series 66

Worcester, MA

Raymond James & Associates

Daniel Martin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved with the Seven Hills Foundation for two 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, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

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

Series 63, Series 65

Worcester, MA

Raymond James & Associates

Scott Louder is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves on the finance and investment committee for the nonprofit Urban Missionaries in Worcester, MA. 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 fiduciary services.

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