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Kevin B
Series 63, Series 65
Fairfield, CT
Raymond James Financial
Kevin Brown is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Southport Harbor Wealth Advisor, a separate investment advisory business. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.
James M
Series 63, Series 66
Fairfield, CT
Raymond James Financial
James Mead Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He has previously worked at Morgan Stanley and its private bank affiliates for over a decade before joining Raymond James and The IST Group in 2021. He is also the owner of Greenfield Hill Wealth Management, where he serves as a financial advisor. 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 offers non-discretionary planning and consulting tailored to client goals, employing advanced analytical tools and supporting municipal and public finance through a distinctive affiliation with a municipal advisor.
Thomas C
Series 63, Series 65
Fairfield, CT
Raymond James Financial
Thomas Carbin is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Boston Harbor. He is also involved with Southport Harbor Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and unique affiliations such as municipal advisory services.
Cameron B
Series 63, Series 66
Fairfield, CT
Raymond James Financial
Cameron Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Franklin Templeton Investor Services, Legg Mason Investor Services, and Charles Schwab. 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 analytical tools, and supports clients through advisory programs and institutional consulting across a large advisor network.
Salvatore T
Series 63
Fairfield, CT
Raymond James Financial
Salvatore Trombetta is a financial advisor with Raymond James Financial and holds a Series 63 designation. He has 42 years of industry experience and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Trombetta is associated with support companies Boston Harbor Wealth Advisors and The IST Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a broad advisor network.
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