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Derek C

Series 63, Series 66

Rochelle Park, NJ

Raymond James Financial

Derek Collazo is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Axia Financial Advisors and Raymond James Financial Services. He is also involved in a support company, Derek Collazo, LLC, which is not investment related. 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal and public-finance advisory services.

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

Series 66

Rochelle Park, NJ

Raymond James Financial

Louis Tomasella is a financial advisor with Raymond James Financial, holding a Series 66 designation and providing advisory services for 26 years. He has worked at Raymond James Financial and its affiliates since 2001 and is the sole member and manager of LCT Wealth Management, LLC. He also serves as power of attorney for his father's financial accounts. 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 employs tailored, non-discretionary planning and consulting using analytical tools to assist clients in meeting their financial goals.

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

Series 63, Series 65

Rochelle Park, NJ

Raymond James Financial

Laurie Gross is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and over 25 years of industry experience. She has worked with Raymond James since 2008 and also owns Laurie Gross Wealth Management, LLC. Outside of advisory services, she has owned a support company focused on business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Rochelle Park, NJ

Raymond James Financial

John Proxenos is a financial advisor with Raymond James Financial in Rochelle Park, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James Financial since 2004 and is also president and 50% owner of Axia Financial Advisors, LLC, a support company for the branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work, as well as specialized advisory programs.

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

Series 63

Rochelle Park, NJ

Raymond James Financial

Malcolm Greenough is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Raymond James since 2008 and is also the owner of MWG Wealth Partners. Outside of his advisory roles, he serves as Chairman of the Board of Directors for Ascendia Bank. 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 offers tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance services.

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

Series 63, Series 65

Rochelle Park, NJ

Raymond James Financial

Mitchell Baum is a financial advisor with Raymond James Financial in Rochelle Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Raymond James Financial Services since 2004 and concurrently owns Axia Financial, where he is involved in financial services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

CFP®, Series 66

Rochelle Park, NJ

Raymond James Financial

Klara Leon is a CFP®-certified financial advisor with Raymond James Financial, having 20 years of industry experience. She previously led Leon Wealth Management, LLC and has been associated with Axia Financial Advisors and Raymond James Financial Services since 2015. In addition to her advisory role, she serves as the court-appointed administrator and executor of an estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse range of clients, including individuals, corporations, and institutional investors. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations that support municipal and public finance work.

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

CFP®, Series 66

Rochelle Park, NJ

Raymond James Financial

Charles Morgan is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Raymond James Financial. He has held roles with A. G. Edwards & Sons, Inc. and has been involved with several financial services and support companies, including CJM Capital Management, LLC and Axia Financial 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, institutions, and charitable organizations. 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.

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

CFP®, Series 63, Series 65

Rochelle Park, NJ

Raymond James Financial

Amy Harrison is a CFP® with over 31 years of industry experience. She is affiliated with Raymond James Financial and has held roles there since 2003. Harrison is the managing owner of Harrison Financial Services, LLC, a business she oversees alongside her advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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