Palm Beach Gardens, FL Pga Blvd. Office

Jeffrey Fishman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2016. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Bernard Cohen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a trustee and successor trustee for a private investment-related trust. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Cahill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He began his tenure at Fidelity in 2020, progressing from Financial Consultant I to Financial Consultant before assuming his current position. Prior to joining Fidelity, Matthew held positions including Senior Advisor and Chief Compliance Officer at Granite Financial Partners, LLC, Director at MFA Asset Management, Compliance Manager at Great Hill Partners, LP, and Manager of Legal Products at Putnam Investments. Matthew partners with clients to assess their current financial status and future objectives, collaboratively developing strategies aimed at achieving both financial and personal goals. He holds a California Insurance License.

Morgan Staudt is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, Staudt has permitted the use of his image to support a family member's personal injury law practice. 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 tailored financial planning and consulting services through various advisory programs and affiliated research resources.

Michael Bennett is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL. He holds a Series 63 designation and has 32 years of industry experience, including roles as a sole proprietor since 1994 and involvement with Saga Corporation’s Education Division since 1983. He has been with Raymond James & Associates since 2005. 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, institutions, and charitable organizations, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Mark Holbert is a CFP® with 27 years of industry experience, currently serving at Raymond James & Associates. He has been with Raymond James & Associates since 1998 and is also involved with E Train Sports. Outside of his advisory role, he is a founder and board member of the nonprofit organization Friends of Jupiter Beach. 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 investment consulting services through various specialized programs and divisions.

Camille Marchesani is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at Provident Jewelry and IT'SUGAR. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Courtney Anderson is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James & Associates since 1998. Anderson is the owner of Anderson Companies 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 and investment consulting through a variety of portfolio management styles and affiliated research resources.

Jordan Funt is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he is a partner in TEAM THREE BUOYS, a recreational fishing team engaged in tournaments and sponsorship promotion. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Traci Havens is a financial advisor at Raymond James & Associates with 27 years of industry experience. She previously worked at Truist Advisory Services and Truist Investment Services, Inc. for over a decade. Outside of her advisory role, she maintains an online presence focused on sharing her experience with breast cancer through social media platforms, including TikTok and Instagram. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nikolas Papageorge is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Bank of America, Merrill, and the University of Arizona. He is based in Palm Beach Gardens, Florida. 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—and offers financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Richard Donegan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Raymond James, he worked at Primoris Wealth Advisors and Keller Williams of the Palm Beaches. He also served in roles connected to the University of Central Florida and Jonathan's Landing Golf Club. He is the owner and tournament director of a recreational golf event, coordinating course logistics and event operations. 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, investment consulting, and municipal advisory services.

Sheila Gabel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. She worked at Morgan Stanley for six years before joining Raymond James in 2018. Raymond James & Associates, Inc. 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 services, supported by a nationwide network of advisers.

Lance Longwater is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SunTrust Advisory Services and SunTrust Investment Services. 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 municipal advisory services.

Christopher Haffey is a CFP® with 26 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2026. Prior to this, he spent 15 years with SunTrust Investment Services and 10 years with SunTrust Advisory Services. Outside of his advisory role, Haffey serves as an Elder and Chair of the Finance Committee at First Presbyterian Church North Palm Beach, where he oversees the church’s financial matters including investment accounts. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutions, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.