Nicholas Di Falco is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, LLC for 15 years. He is also involved as an advisor and owner at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Scott Kelly is a financial advisor with Raymond James Financial in Westport, CT, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior experience includes positions at Ameriprise and Wells Fargo Clearing. He serves on the board of the Umbrella Club, a nonprofit organization based in Stamford, CT. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and a broad advisor network.

Nichole Mc Carthy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. She is also an associate at Westport Wealth Partners in Westport, CT. 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, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor its non-discretionary planning and consulting services.

Matthew Streif is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. He is the founder and owner of Westport Wealth Partners, an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs non-discretionary, goal-oriented planning supported by analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.