Newtown, PA Office

Michael Wiley is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds the Series 63 designation and previously worked for Morgan Stanley Smith Barney for 17 years before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and active involvement in municipal and public finance.

Drake Bayard is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has less than one year of industry experience, having joined Raymond James in 2025. His prior work includes roles in education and various other sectors. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Pryia Roy is a financial advisor at Raymond James & Associates with five years of industry experience. Prior to joining Raymond James in 2020, she worked for the Department of Homeland Security for 21 years. She holds a Series 63 designation. 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 public finance services.

Patrick Seiler is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has held a FINRA registration since 2016. He is based in Newtown, PA. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal clients and institutional fiduciary solutions.

Joseph Brauner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Pro Unlimited, Huey's Knight Club, Bar Anticipation, and Rutgers University. Raymond James & Associates provides 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 offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Ross Hart is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides 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 offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program, alongside institutional consulting and public finance capabilities.

David Kushner is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2012. Outside of advisory work, he is a partner and investor in a Philadelphia-based restaurant called Farmer's Keep. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and municipal entities, offering non-discretionary planning and a combination of municipal advisory and affiliated municipal capabilities.

Matthew Geraci is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at J.P. Morgan Chase and Raymond James Financial, as well as academic positions at the University of Delaware. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering planning and recommendations on a non-discretionary basis.

Robert Di Falco is a financial advisor with Raymond James & Associates in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the Pennington Borough Board of Fire Commissioners. Raymond James & Associates offers financial planning and investment consulting services 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, along with institutional consulting and public finance services.

Nevin Sari is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citco Fund Services, as well as BNY Mellon. Outside of his advisory role, he serves as a board member of the Turkish Women's League of America, an organization focused on teaching and preserving the Turkish language. 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 offers both non-discretionary financial planning and discretionary portfolio management, with notable capabilities in public finance and municipal work.

Matthew Margolis is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked with Raymond James since 2017 in various capacities. His background also includes roles at Temple University and Ursinus College. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves individuals, institutional clients, and public entities through wealth advisory planning and investment consulting, offering firm-sponsored wrap fee programs and institutional consulting services.

Ryan Gordon is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Thompson BMW. Gordon serves as a committee member for Shir Ami, a nonprofit organization, assisting in the review of investment accounts and policies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary advice supported by a broad affiliate network.

Thomas Simcik is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Janney Montgomery Scott from 2008 to 2026. 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 supports both discretionary and non-discretionary advisory relationships, with specialized services in public finance and municipal work.

Joseph Allen is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 2005 and holds Series 63 and Series 65 designations. 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 wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Isaiah Burrows is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has prior experience working at Seton Hall University and Straight Edge Striping. 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 specializes in public finance and municipal work.