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Edgar L

Series 66

Wayne, PA

Raymond James Financial

Edgar Lambert III is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. He is the owner of Birch Run Financial, a support company, and is also an author of "Mastering the Money Mind." 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, and institutions. The firm provides tailored planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA advisory services.

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

Series 66

Wayne, PA

Raymond James Financial

Jared Pinter is a financial advisor at Raymond James Financial with one year of industry experience. He has prior work experience at DeSales University, Target Corporation, and Boyertown Area School District. He is associated with Birch Run Financial LLC in a non-investment role. 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 institutions. 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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Alexander C

ChFC®, Series 63, Series 65

Wayne, PA

Raymond James Financial

Alexander Cabot is a ChFC®-designated advisor with Raymond James Financial Services Advisors Inc. in Wayne, PA, where he has worked for 14 years. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Outside of advisory work, Cabot is an author of retirement planning books and operates an independent tax planning and consulting practice as an enrolled agent. He is also involved in managing aircraft ownership entities that lease planes for flight training. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports implementation through advisory programs or other providers.

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

Series 66

Wayne, PA

Raymond James Financial

Ryan Pinter is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Cappelletti Pinter & Company PC and DeSales University. Outside of his advisory role, he is an associate at Birch Run Financial LLC, a support company in the financial sector. 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 investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports various advisory programs and institutional portfolio management.

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