Beverly Hills, CA Office

Gary Cohen is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2017, previously working five years at UBS Financial Services. Outside of his advisory role, he is a partner in a family-owned apartment building in Brooklyn, New York, which he is in the process of winding down. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory and fiduciary services.

Thomas Kreuzer is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a 50% owner of The Great Wall Patch, a business that will cease operations within the current year. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also delivers institutional consulting and municipal finance services.

Thomas Sutter is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in property management and real estate investment through several ownership and partnership roles. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a range of advisory programs including institutional consulting and municipal finance services.

Paul Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal services.

Anthony Rodriguez is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at City National Securities, City National Bank, and Wells Fargo, spanning a combined total of eight years before joining Raymond James. In addition to his financial career, he briefly owned and operated La Grande Orange Cafe. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis, with a notable presence in municipal and public finance markets.

Luke Petrarca is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Andrew Waldbaum is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, Waldbaum serves as a board member for Rutgers University's Los Angeles Customer Experience Certificate Program. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate, charitable, and government entities. The firm offers non-discretionary advisory relationships supported by firm research and planning tools, as well as institutional consulting and public finance capabilities.

Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 15 years of industry experience. His work history includes positions at Wells Fargo Clearing, Morgan Stanley, and Wells Fargo Advisors. He is based in Beverly Hills, CA. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a wide client base, including individuals, institutions, and government entities, with a notable presence in municipal and public finance sectors.

Diego Kapelusznik is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America, Merrill Lynch, and Northwestern Mutual in various capacities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting, emphasizing non-discretionary portfolio recommendations and offering access to firm-sponsored wrap fee programs and institutional consulting services.

David Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is the owner of Barrett Walker, Inc., a personal service corporation for tax purposes. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional consulting services to a wide range of clients, including individuals, pension plans, corporations, and government entities, with a focus on non-discretionary planning and active involvement in municipal and public finance.

Eric Degoldsmith Rothschild is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is a limited partner and provided seed capital for an investment company called Blackbird LP, where he is a passive investor with no involvement in business or investment decisions. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Lesley Holmes is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding nine years of industry experience. She has been with Raymond James & Associates since 2016 and has a background that includes work at Natan Rose Fulbright. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools, and it also serves municipal and corporate entities through its Institutional Fiduciary Solutions division.

Rishab Kamat is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has recently begun his career in the industry and has prior experience with Tellaro Capital Partners. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance services.

John Vizcarra is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2026, he spent 26 years with City National Securities, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a wide range of clients including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jeffrey Soltman is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020. Prior to that, he was with Gaytan & Leevan LLP from 2017 to 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory relationships and institutional consulting, with a notable focus on public finance and municipal work.