Cranberry Township, PA Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

18

Of 5,796 advisors across 937 offices

Location

800 Cranberry Woods Drive, Suite 200

Cranberry Township PA 16066

Advisors at this office

18

Advisors at this office

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Toni O

CFP®, Series 63, Series 66

Cranberry Township, PA

Raymond James & Associates

Toni Ondek is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. Located in Cranberry Township, PA, Ondek holds the Series 63 and Series 66 licenses. 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 financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Cranberry Township, PA

Raymond James & Associates

Christopher Hudson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Raymond James entities and the Lynch Retirement Investment Group. 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 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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Kurt C

CFP®, CFA®, Series 63, Series 65

Cranberry Township, PA

Raymond James & Associates

Kurt Carlson is a CFP® and CFA® with 35 years of industry experience. He is currently with Raymond James & Associates and previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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, and various organizations, offering 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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Cassidy C

CFP®, Series 66

Cranberry Township, PA

Raymond James & Associates

Cassidy Carlson is a CFP® professional at Raymond James & Associates with eight years of industry experience. Prior to joining Raymond James, Carlson worked at Robert Baird & Co. and Hefren Tillotson. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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

CFP®, Series 63, Series 65

Cranberry Township, PA

Raymond James & Associates

Christine Saitta is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Raymond James & Associates and has previously worked at City National Bank and RBC Capital Markets. Outside of her advisory role, she manages bookkeeping duties for a family-owned contracting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary services, supported by diverse portfolio management styles and in-house research.

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

Series 63, Series 65

Cranberry Township, PA

Raymond James & Associates

Alphonse Weber is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Hefren-Tillotson for 13 years before joining Raymond James in 2022. 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, institutional clients, 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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Jason P

Series 66

Cranberry Township, PA

Raymond James & Associates

Jason Pettner is a financial advisor with Raymond James & Associates holding the Series 66 designation. He has experience at several firms including CSM Advisors, LLC, C.S. McKee, LP, and Hefren-Tillotson, Inc. He also spent four years at Penn State University. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services 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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Randel M

CFP®, Series 63

Cranberry Township, PA

Raymond James & Associates

Randel Morris is a CFP® professional with 41 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at JJB Hilliard WL Lyons LLC and Hilliard Lyons, with over a decade managing RGMO Management LLC. Outside of his advisory role, he has been involved in managing rental real estate properties. 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. The firm provides financial planning and investment consulting services, emphasizing tailored, non-discretionary advice 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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Tracy M

Series 63, Series 66

Cranberry Township, PA

Raymond James & Associates

Tracy Mceuen is a financial advisor at Raymond James & Associates with nine years of industry experience. Prior to joining Raymond James in 2024, she worked at Bank of America and Merrill from 2018 to 2024 and spent 15 years at Mead Johnson Nutrition. She is a member of TSJ Farm LLC, where she handles bookkeeping and bill payment. 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 investment consulting through various programs, emphasizing non-discretionary planning supported by extensive research and a broad range of portfolio management styles.

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

CFP®, Series 66

Cranberry Township, PA

Raymond James & Associates

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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 a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

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

Series 63, Series 65

Cranberry Township, PA

Raymond James & Associates

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 66

Cranberry Township, PA

Raymond James & Associates

Brandon Pruss is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. 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.

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

CFP®, Series 66

Cranberry Township, PA

Raymond James & Associates

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

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

Series 66

Cranberry Township, PA

Raymond James & Associates

Diana Freedman is a financial advisor with Raymond James & Associates in Cranberry Township, PA. She holds the Series 66 designation and joined the firm in 2025. Prior to her career in finance, she worked with the Federal Bureau of Investigation and served at the Springdale Police Department. 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, and municipal entities, offering financial planning and investment consulting with a variety 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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Brian K

CFA®, Series 66

Cranberry Township, PA

Raymond James & Associates

Brian Koble is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. Outside of his advisory role, Koble serves on multiple boards including Sacred Heart Parish finance committee, Aquinas Academy, Pittsburgh CLO, and Parents for Excellence in Catholic Education, with involvement in finance and investment committees. 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 and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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