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Eileen K
Series 66
Morristown, NJ
Raymond James Financial
Eileen Kain is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Morgan Stanley, M.S. Howells & Co, and Montgomery Wealth Management. She is also involved with 1792 Wealth Advisors, where she contributes to investment research and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Robert M
CFP®, Series 63, Series 65
Morristown, NJ
Raymond James Financial
Robert Milligan Jr. is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Outside of his advisory work, he owns Milligan Auction Company and acts as an auctioneer for nonprofit benefits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad advisor network with specialized municipal and retirement plan consulting services.
Richard O
Series 66
Morristown, NJ
Raymond James Financial
Richard Osuji is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley. Outside of his advisory role, he is involved with 1792 Wealth Advisors, a non-investment business based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and tailored SIMPLE IRA Employer Advisory program.
Daniel B
Series 63, Series 66
Morristown, NJ
Raymond James Financial
Daniel Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining Raymond James in 2022, he worked for UBS Financial Services from 2011 to 2022. Barrett is also associated with 1792 Wealth Advisors in Morristown, NJ, 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, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical modeling, and it offers specialized municipal and public-finance services not commonly found among large institutional advisors.
Michael P
CFP®, Series 63, Series 65
Morristown, NJ
Raymond James Financial
Michael Pirrello is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial in Morristown, NJ. He has worked at firms including Ameriprise Financial Services and Concurrent Advisors, and he is a 50% partner in Mill Ridge Wealth Management, LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, and institutional investors, using tailored planning tools and non-discretionary advisory programs.
Richard M
Series 63, Series 66
Morristown, NJ
Raymond James Financial
Richard Miktus is a financial advisor with Raymond James Financial Services Advisors, Inc. in Morristown, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, HSBC Securities, and TD Ameritrade. He is also associated with 1792 Wealth Advisors LLC as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.
Margaret S
Series 66
Morristown, NJ
Raymond James Financial
Margaret Selby is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James since 2017 and previously was with Morgan Stanley from 2015 to 2017. Outside of her advisory role, she is involved as an operations manager and client service manager at 1792 Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with notable services in municipal and public finance and specialized retirement plan advisory programs.
Christopher M
Series 63, Series 65
Morristown, NJ
Raymond James Financial
Christopher Marlar is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Ladenburg Thalmann Asset Management and Ladenburg Thalmann & Co., Inc. Since 2021, he has also been associated with 1792 Wealth Advisors in a non-owner advisor role. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Bradford M
Series 66, Series 65
Morristown, NJ
Raymond James Financial
Bradford Mehl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 designations and has 24 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and BNY Mellon Securities Corporation. Mehl is also president of Bell Rock Wealth Advisors LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and affiliated firms.
William S
Series 63, Series 65
Morristown, NJ
Raymond James Financial
William Shinners is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes nearly two decades at Morgan Stanley and multiple roles at wealth management firms prior to joining Raymond James in 2019. He also serves as Branch Manager and is involved in business development as an independent contractor for 1792 Wealth Advisors. 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, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized municipal advisory services and innovative employer retirement plan consulting.
James M
CFP®, Series 63, Series 65
Morristown, NJ
Raymond James Financial
James Marchesi is a CFP® certified financial advisor with 32 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously spent six years at Ameriprise Financial Services, Inc. Marchesi also owns and operates Mill Ridge Wealth Management, a wealth advisory practice based in Morristown, NJ. 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 investors. The firm focuses on non-discretionary planning tailored to client goals, utilizing analytical tools and risk profiling, and supports its clients through various advisory programs and specialized services such as municipal advisory and SIMPLE IRA consulting.
Ted A
Series 63, Series 65, Series 66
Morristown, NJ
Raymond James Financial
Ted Abenstein is a financial advisor at Raymond James Financial in Morristown, NJ, holding Series 63, 65, and 66 designations with 36 years of industry experience. His career includes roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. He is involved with 1792 Wealth Advisors, a non-investment-related support company. 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, using tailored non-discretionary planning and analytical tools to support client goals.
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