Fort Lauderdale, FL E Las Olas Blvd Office

Antonio Barbosa is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and HSBC Securities (USA) Inc. Outside of his advisory work, he co-owns real estate investment properties with his wife. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Wendy Ashford is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James since 2017 and previously held roles at J.W. Cole Advisors, The Emerald Financial Group, and J.W. Cole Financial. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a notable focus on public finance and municipal work.

Alberto Sisso is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of finance, he owns and operates a fine art photography business. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs and maintains capabilities in public finance and institutional consulting.

Robert Paretti is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, with advisory relationships typically structured as non-discretionary.

Jeremy Voccia is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2021, he worked at GWN SECURITIES, Inc. from 2019 to 2021 and has experience outside finance at Village Tavern from 2012 to 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal work.

Griselda Uzcategui is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, she is a notary public in Broward County, Florida, and has a minority ownership stake in Corporation Britanica 5G, Ltd. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, serving a wide range of clients including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services and is notable for its involvement in municipal and public finance alongside a comprehensive affiliate network.

Elias Tache Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. He serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive affiliate resources and specialized municipal finance capabilities.

Benjamin Smolen is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and a probate law firm. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and municipal finance services.

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2021, he worked as a self-employed graphic designer and held roles at Nova Southeastern University, Anywhere Works, and Study and Travel. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Philipp Muller is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Citigroup for seven years before joining Raymond James & Associates. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis and is noted for its municipal and public finance capabilities as well as its integrated network of affiliates.

James Goulet is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation with 13 years of industry experience. He has been with Raymond James & Co since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Maria Schnirman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping entrepreneurs and high-net-worth individuals navigate their financial journeys. With more than two decades of experience, she focuses on developing customized financial plans grounded in clients’ values and goals, guiding them toward financial progress and wealth preservation. Maria’s expertise encompasses a broad range of areas including college education planning, legacy planning, liquidity management, retirement income, tax minimization, and strategies tailored for women and small businesses. Fluent in English and Spanish, Maria holds a bachelor’s degree in Finance and International Business from Universidad Sergio Arboleda. She holds the Personal Investment Advisor (PIA) designation and emphasizes a collaborative management style, prioritizing long-term relationships through client education, credit strategies, asset allocation, and personalized financial planning. Maria is committed to simplifying investment complexities by connecting clients with seasoned professionals and providing access to lending and banking services through Bank of America. Beyond her professional role, Maria is actively involved in community projects and is a member of the Hispanic Chamber of Commerce NY. Her personal interests include baseball, fishing, football, hiking, painting, running, skiing, soccer, tennis, and traveling.

Gavin Haines is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Ameriprise and Anthem Strategists, as well as positions outside finance such as at Bo n' Vine Burger Bar and Buffalo Wild Wings. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and a broad client base ranging from individuals to municipal entities. The firm provides wealth advisory planning and investment consulting through various programs, with a notable focus on municipal and public finance services.

Richard Caccamise Jr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Raymond James & Associates since 1998, with a brief gap before returning in 2017. Outside of his advisory work, he is involved in real estate ownership through Starr Marine LLC and Starr Properties LLC. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it also serves municipal clients with public-financing and investment banking services.

Glenn Lotenberg is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Advisors Asset Management, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis through a broad network of financial advisors and affiliated services.