Burlington, VT Office

Richard Kowalski is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at Merrill for 27 years before joining Raymond James in 2016. 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, offering financial planning, investment consulting, and institutional fiduciary services.

Thomas Brock is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Barclays Capital Inc. and Manulife Investment Management. He also serves as a trustee of family irrevocable trusts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations, and offers a range of financial planning and consulting services supported by extensive research and advisory resources.

Zachary Kirka is a financial advisor with Raymond James & Associates in Burlington, VT, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various sectors including hospitality and fitness, and he has been involved with Ruben James Bar/Restaurant since 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Patti Steffens is a financial advisor with Raymond James & Associates in Burlington, VT, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a notary public. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Hans Asoera is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm provides financial planning and investment consulting through a variety of portfolio management styles and offers municipal advisory services alongside market-making and execution in municipal and government bonds.

Brenda Kelley is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Alexander White is a Series 66-licensed financial advisor with Raymond James & Associates, bringing two years of industry experience. His background includes roles at Equity Services, Inc., The Vermont Agency, and Ruben James, along with experience in fitness retail and educational settings. 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 nonprofit entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Ryan Bartley is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he is a partner at raisedLIFE, LLC, where he manages the structure and finances of the business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Erikson Hameline is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James & Associates since 2016. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Hall is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Rockefeller Financial LLC, Riveria Investment Group, Aviditi Financial LLC, Duff & Phelps, and Capstone Headwaters. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with a range of financial planning and consulting services, employing various portfolio management styles and an extensive affiliate network.

Joseph Hameline III is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property managed by a rental service organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research.

George Ewins Jr. is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Merrill from 1993 to 2016 before joining Raymond James in 2016. Outside of his advisory role, he is involved in managing family rental properties, including an inherited farmhouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research to support tailored advisory services.

Theresa Swett is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Merrill Lynch for 24 years before joining Raymond James in 2016. Outside of her advisory role, she manages a family summer cottage listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by extensive research and advisory programs.