Coral Gables, FL 2333 Ponce De Leon Blvd Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,796

Across 934 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.

Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.

Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.

Based on Raymond James & Associates

Expertise

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

2333 Ponce De Leon Blvd, Ste 500

Coral Gables FL 33134

Advisors at this office

79

Advisors at this office

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Nicholas H

Series 66

Coral Gables, FL

Raymond James & Associates

Nicholas Hernandez is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in real estate at Apex Capital Realty for three years and has academic experience from Florida State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutional and pension plans, and municipal entities, providing 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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Kim S

Series 66

Coral Gables, FL

Raymond James & Associates

Kim Shechtman is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James in 2021, she was self-employed and worked at Thrive Global and Mildstorm LLC. She serves on the board and finance/investment committee of Kristi House Children's Advocacy Center, a nonprofit organization. Raymond James & Associates is a large firm serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning and consulting services with a non-discretionary approach, supported by a broad range of portfolio management styles and affiliated research.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Andres Galvez is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Santander Securities, Santander International Private Banking, Bank of America, Merrill Lynch, and Robert Half International. 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Rodrigo Sideris is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in several small business ventures. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.

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

Series 63, Series 65

Coral Gables, FL

Raymond James & Associates

Javier Ferreira is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, UBS Financial Services, and UBS International Inc. Outside of his advisory work, he is involved in residential real estate ownership. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Ethan Tierno Lauer is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience with Landmark Properties, the YMCA, Florida State University, and various educational institutions. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 66

Coral Gables, FL

Raymond James & Associates

John Williams is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2014 to 2021. Outside of his advisory role, he is a partner in a rental real estate business managed by his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated managers.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Dafna Gold is a Series 66 licensed financial advisor at Raymond James & Associates with five years of industry experience. Prior to joining Raymond James in 2021, she worked as a consultant and held a position at Expocredit. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research, while maintaining primarily non-discretionary relationships.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Ryan Weber is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional clients, and charitable organizations with a range of planning and consulting services, offering tailored financial strategies supported by firm research and multiple portfolio management styles.

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

Series 63, Series 66

Coral Gables, FL

Raymond James & Associates

Luis Guerrero is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for nine years before joining his current firm. 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, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers.

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

Series 63, Series 65

Coral Gables, FL

Raymond James & Associates

Juan Militello is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC, where he worked for over a decade. 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 institutional fiduciary solutions.

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

Matthew P

Series 66

Coral Gables, FL

Raymond James & Associates

Matthew Perrelli is a financial advisor with Raymond James & Associates in Coral Gables, FL. He holds a Series 66 designation and has 14 years of industry experience, including 15 years with Raymond James & Associates. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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

Alain A

Series 63, Series 65

Coral Gables, FL

Raymond James & Associates

Alain Albergel is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as a power of attorney and personal representative for a family member's account. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

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

Rafael S

Series 66, Series 63

Coral Gables, FL

Raymond James & Associates

Rafael Sagarbarria is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. His prior work includes roles at Wells Fargo Clearing and HSBC Private Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by extensive research and a range of portfolio management strategies.

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

Series 63, Series 66, Series 65

Coral Gables, FL

Raymond James & Associates

Ximena Holguin is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63, 65, and 66 credentials and 15 years of industry experience. Her prior roles include positions at Citigroup and Goldman Sachs and Co. 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 a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and extensive affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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