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Ryan S
Series 66
Ludlow, MA
Raymond James Financial
Ryan Sokolowski is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Bank of America. His prior work includes roles outside traditional financial services, such as at The Elkridge Club and yacht and tennis clubs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting.
Kelly H
Series 63, Series 66
Ludlow, MA
Raymond James Financial
Kelly Haber is a financial advisor at Raymond James Financial with 19 years of industry experience. Before joining Raymond James in 2025, Haber spent nine years at Commonwealth Financial Network. Haber is a partner at Pioneer Valley Financial Group, where they manage daily operations, supervise advisors, and handle compliance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting.
Edward S
Series 63, Series 65
Ludlow, MA
Raymond James Financial
Edward Sokolowski is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Raymond James in 2025, he spent 23 years with Commonwealth Financial Network. Sokolowski is also president and treasurer of PV Financial Group, Inc., where he manages day-to-day operations and works directly with clients on financial planning. 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 emphasizes tailored, non-discretionary planning and supports its advisory network with advanced analytical and risk-profiling tools.
Richard S
Series 66
Ludlow, MA
Raymond James Financial
Richard Sylvester Jr. is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Pioneer Valley Financial Group, Commonwealth Financial Network, and Edward Jones. In addition to his advisory work, he advises clients and other firm advisors on fixed insurance products. 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 tailored non-discretionary planning and consulting, employing risk profiling and analytical modeling to support client goals.
Joseph S
Series 66
Ludlow, MA
Raymond James Financial
Joseph Salemi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. His prior experience includes roles at IP Financial Advisory Services LLC and Innovation Partners LLC. Outside of his advisory work, he is an associate at PV Financial Group in Ludlow, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Sophie M
Series 66
Ludlow, MA
Raymond James Financial
Sophie Miller is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Equitable Advisors. Before entering the financial industry, she worked in education and community organizations such as Northampton Public Schools and the People's Institute. 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 uses analytical tools and risk profiling to deliver tailored non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.
Brendan B
Series 63, Series 65
Ludlow, MA
Raymond James Financial
Brendan Burke is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Fred Alger & Company, LLC, IFS Financial Services, and Touchstone Advisors Inc. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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