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Christopher S

CFP®, Series 66

Westfield, NJ

Raymond James Financial

Christopher Stapleton is a CFP® with two years of industry experience, currently serving as a financial advisor at Raymond James Financial in Westfield, NJ. His prior roles include positions at Guideline Financial Strategies, GWN Securities, and Academic Analytics, as well as experience in education and community organizations. Outside of his advisory work, he is involved with Rabadeau Wealth Group in a client service capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical modeling and maintains unique municipal advisory capabilities alongside customized 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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Russell R

CFP®, Series 63, Series 65

Westfield, NJ

Raymond James Financial

Russell Rabadeau is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Westfield, NJ. He previously worked at Wells Fargo Clearing and New York Life Investment Management LLC. Rabadeau is also president of Rabadeau Wealth Group, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, along with 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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Gerard R

Series 63, Series 65

Westfield, NJ

Raymond James Financial

Gerard Rabadeau is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Rabadeau is also co-owner of Rabadeau Wealth Group, a support company outside standard investment business activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary advisory services 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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Christopher D

Series 63, Series 66

Westfield, NJ

Raymond James Financial

Christopher Devine is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2018, following two years with Wells Fargo Clearing. He also serves as a financial advisor with Rabadeau Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and utilizes advanced analytical tools to support its advisory programs.

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

Series 66

Westfield, NJ

Raymond James Financial

Lauren Bollinger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. Prior to joining Raymond James in 2018, she worked at Wells Fargo Clearing and Lord, Abbett & Co. LLC. She serves as a Finance and Investment Committee Member at the First Congregational Church of Westfield. 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 uses analytical tools to support client goals, combining technology and 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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