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Jason M

Series 66

Boca Raton, FL

Raymond James Financial

Jason Mamalis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He has been affiliated with Raymond James since 2014 and has also been involved with Fiori Financial Group and Fluehr Wealth Management. Outside of his advisory roles, he owns JR Wealth Management LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and maintains a notable focus on municipal and public finance through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael M

Series 63, Series 66

Boca Raton, FL

Raymond James Financial

Michael Mazzafro is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 66 registrations and bringing 48 years of industry experience. He has been with Raymond James Financial Services since 1988 and serves as an arbitration panelist for FINRA since 2014. Outside of his advisory role, Mazzafro owns an accounting practice providing tax planning and IRS audit assistance and is licensed to sell fixed annuities. 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 institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Norman T

PFS™, Series 63

Boca Raton, FL

Raymond James Financial

Norman Torre is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a PFS™ designation and Series 63 registration. He has 26 years of industry experience and has been affiliated with Raymond James since 1999. Torre also owns an accounting and tax preparation practice and serves as trustee for a 401(k)/profit-sharing plan covering his branch associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and nonprofits, offering tailored non-discretionary services supported by analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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