Hackensack, NJ Office

Rachel Liebers is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding the Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked at Speech and Hearing Associates and the Children's Evaluation and Therapy Center. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Joseph Andreoli Jr. is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 designation and has previous experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Andreoli is based in Hackensack, NJ. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Grigori Lvov is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Daniel Kramer is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at Raymond James since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with rental real estate investment. 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, consulting, and institutional solutions with a range of portfolio management styles and affiliated research.

Brian Baird is a financial advisor at Raymond James & Associates in Hackensack, NJ, holding a Series 66 designation with five years of industry experience. Prior to joining Raymond James in 2021, he worked for ten years at Moore Capital Management. 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 charitable organizations, offering financial planning and consulting services through various advisory programs.

Gary Rosen is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Outside of his advisory role, he is the owner of RosenKramer LLC, a business entity established for liability protection related to his branch office lease. 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 and advisory services that emphasize tailored, non-discretionary consulting based on comprehensive analyses.

Kenneth Kurzer is a Series 65-licensed financial advisor with Raymond James & Associates in Hackensack, NJ, bringing six years of industry experience. He has been a partner at The Kurzer Group, a CPA firm, for over 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research resources and a range of portfolio management styles.

Francesco Martello is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. His prior work history includes roles at Pinnacle Car Service LLC and periods of unemployment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supplemented by firm research and model manager options.

Matthew Koller is a financial advisor with Raymond James & Associates in Hackensack, NJ. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2026. Prior to joining Raymond James, he spent five years at Botkeeper and several years at Duff & Phelps (Kroll). Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, advisory programs, and institutional consulting services.

Wen Smit is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has less than one year of industry experience. Prior to joining Raymond James & Associates, Wen worked at Gap Inc. for several years. Raymond James & Associates, Inc. is a 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.

Diana Sodano is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Outside of her advisory role, she serves as a notary public and is involved as an alternate secretary/treasurer for a local business networking 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 tailored financial planning and consulting services supported by a broad range of portfolio management options and affiliated research.