Chevy Chase, MD Wisconsin Circle Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

6

Of 5,810 advisors across 937 offices

Location

2 Wisconsin Circle, Suite 930

Chevy Chase MD 20815

Advisors at this office

6

Advisors at this office

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Joseph W

Series 66

Chevy Chase, MD

Raymond James & Associates

Joseph Whalen is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as an assistant rugby coach, teaching high school sophomores how to play the sport. 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 investors, charitable organizations, and municipal entities, offering financial planning and consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Aydin T

Series 63, Series 65

Chevy Chase, MD

Raymond James & Associates

Aydin Tuncer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as a director and member of the finance committee for iF, a Foundation for Radical Possibility, a nonprofit organization. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a diverse array of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Hayley G

Series 66

Chevy Chase, MD

Raymond James & Associates

Hayley Glantz is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 credential and four years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Agency One, and The Capital Grille. 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Casey F

Series 66

Chevy Chase, MD

Raymond James & Associates

Casey Fiora is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018. Prior to that, she held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2015 to 2018. 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 municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Zoe M

Series 66

Chevy Chase, MD

Raymond James & Associates

Zoe Migliozzi is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Her prior roles include positions at TowneBank and the College of Charleston Center for Student Learning. 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—and offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ozgur K

Series 63, Series 65

Chevy Chase, MD

Raymond James & Associates

Ozgur Karaosmanoglu is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 1993. He serves on the Finance and Investment Committee of the Zeta Psi Fraternity Educational Foundation, contributing to investment portfolio reviews. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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