Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Barbara B
Series 63, Series 65
Rhinebeck, NY
Raymond James Financial
Barbara Boccuto is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2018, following a two-year tenure at Wells Fargo Clearing. Outside of her advisor role, she serves as an ambassador for Rhinebeck Wealth Advisors LLC. 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 uses analytical tools and risk profiling to support client goals, with a notable affiliation to a municipal advisor that supports its public finance work.
Doina P
Series 66
Rhinebeck, NY
Raymond James Financial
Doina Pinto is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2018, following two years at Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through its affiliation with a municipal advisor.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters