Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Hope G
Series 66
Alexandria, VA
Raymond James Financial
Hope Goetzman is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked with Goetzman Nau Financial Partners and served in a role at Youngkin For Governor. Outside of advising, she is affiliated with Goetzman Nau Financial Partners LLC as a client service associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and employs specialized programs such as wrap-fee advisory and SIMPLE IRA Employer Advisory & Consulting Services.
Jeffrey N
CFP®, Series 66
Alexandria, VA
Raymond James Financial
Jeffrey Nau is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Merrill Lynch for 21 years prior to his current roles, which include senior positions at Nau Team Six, LLC and Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.
Richard L
Series 63, Series 65
Alexandria, VA
Raymond James Financial
Richard Long is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James since 2009 and also works with Goetzman Nau Financial Partners. Outside of his advisory roles, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals and supports institutional consulting and portfolio management through an extensive advisor network.
Neil G
Series 63, Series 65
Alexandria, VA
Raymond James Financial
Neil Goetzman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously spent 33 years at Merrill Lynch, Pierce, Fenner & Smith Inc. Mr. Goetzman is a managing partner of Goetzman Nau Financial Partners LLC and the owner of Goetzman Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, supports municipal and public-finance work, and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.
Neil G
Series 66
Alexandria, VA
Raymond James Financial
Neil Goetzman is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has experience working at Quadrant Strategies and has held various roles including consulting and educational positions prior to his current role. Outside of advisory work, he is involved with Goetzman Nau Financial Partners, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients including individuals, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports advisory programs across a large network, with specialized services in municipal and public finance.
James H
Series 66
Alexandria, VA
Raymond James Financial
James Hempstead Jr. is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Cambridge Investment Research, Capital Asset Management Group, and Donovans Reef, as well as non-investment positions at Virginia Polytechnic Institute and State University and Copper Canyon Restaurant. He also serves as a Client Services Associate at Goetzman Nau Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, offering non-discretionary advice supported by analytical tools and a broad advisor network.
Charalambos F
Series 63, Series 66
Alexandria, VA
Raymond James Financial
Charalambos Ferssizidis is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2020. In addition to his advisory role, he serves as Director of Operations and Branch Manager at Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to provide non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.
Gerald L
Series 66
Alexandria, VA
Raymond James Financial
Gerald Lyon is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 14 years before joining Raymond James and Goetzman Nau Financial Partners, where he serves as a director of a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its municipal advisor affiliation.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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