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Luca P

Series 66

Oakdale, PA

Raymond James Financial

Luca Pusateri is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at Integrity Financial Advisors, LLC, K&L Ventures, and involvement with the University of Kentucky Football Team. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

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

Series 66

Oakdale, PA

Raymond James Financial

Mark Palmer is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2009. Palmer serves as Chair of the Board and Finance/Investment Committee Member for the Slippery Rock University Foundation. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and is notable for its municipal advisor 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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Eric M

Series 63, Series 65

Oakdale, PA

Raymond James Financial

Eric Mcmahon is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Prior to this, he worked in insurance and has been involved with the Canon McMillan School District since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

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

Series 66

Oakdale, PA

Raymond James Financial

Robert Moran Jr. is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to his financial career, he held positions at Southern Airways Express and worked in various roles including education and retail. 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 organizations. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and partners.

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