Katherine Reisfeld is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2009 to 2018. Outside of her advisory work, she is the owner of Ashtanga Yoga Great Barrington, where she hosts yoga classes. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and maintains specialized services, including municipal advisory capabilities and SIMPLE IRA consulting.

Scott Reisfeld is a financial advisor with Raymond James Financial in Barrington, MA, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he operated his own independent advisory practice. Outside of his advisory role, he operates a small business buying and selling used books and vinyl records online. 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 investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support its recommendations.