Anthony Waddell is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James Financial in Vienna, VA. He has been with Raymond James Financial Services since 2007 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as a trustee and guardian for his son and is president of Waddell Group, a support company. 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 and consulting using analytical tools to support client goals and maintains specialized programs for municipal advising and SIMPLE IRA employer advisory services.

Theresa Waddell is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her background includes roles at Waddell & Reed and the Defense Contract Audit Agency. In addition to her advisory work, she owns an accounting practice specializing in tax preparation and filing. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support investment decisions.

Todd Trzaskoma is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services, Inc. since 1998. He is also the owner of Trzaskoma Wealth Management, a support company unrelated to investment activities. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, and it is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.