Burlington, MA Burlington Mall Rd Office

Nicholas Zaccardi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. His professional background includes roles at Bank of America, N.A., and Merrill from 2013 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Vincent Zaccardi is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 34 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Raymond James. He serves as a director on the board of the Horizons Condominium Owners Association in Ogunquit, Maine. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Gerard Mattaliano is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Mark Buchanan is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Joshua Franklin is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He is also involved with David's World Famous, a business outside the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Eric Hobin is a financial advisor with Raymond James & Associates in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Banc of America Investment Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jiles Robinson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior work includes roles at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, with a focus on non-discretionary advice supported by extensive research and multiple portfolio management styles.

Miles Feuer is a financial advisor with Raymond James & Associates in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill Lynch, Fidelity Investments, and several advisory firms. Feuer has also been involved with Instacart since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Jason Whittier is a financial advisor with Raymond James & Associates in Burlington, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Bank of America N.A. and Merrill before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, advisory programs, and institutional consulting with a generally non-discretionary approach to investment implementation.

Eryn Whittier is a financial advisor at Raymond James & Associates with 14 years of industry experience. She previously worked at Merrill for six years before joining Raymond James in 2020. Outside of her advisory role, she is a part-time master's swim coach. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with a non-discretionary approach that incorporates firm research and multiple portfolio management styles.