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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 at Raymond James Financial in Alexandria, VA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Quadrant Strategies and involvement with Georgetown University. 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, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.
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 registrations and has worked previously at Wells Fargo Clearing and Merrill. He is also the Director of Operations and Branch Manager at Goetzman Nau Financial Partners, LLC in Alexandria, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs and partnerships.
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.
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