Providence, RI Westminster Street Office

Krystal Buckley is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining her current firm. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Tricia O'Neil is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. O'Neil also acts as a co-trustee for two trusts, overseeing distribution approvals. 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, advisory programs, and institutional consulting supported by a broad range of portfolio management strategies.

Frederick Rickey III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He serves as a finance committee member for Immaculate Conception Parish in Cranston, Rhode Island, where he participates in quarterly financial reviews. 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 non-discretionary investment consulting supported by a variety of portfolio management approaches and extensive affiliated research.

Paula Morris Grieve is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by affiliated research and model manager options.

Patrick Franke is a financial advisor with Raymond James & Associates in Providence, RI, holding Series 66 and Series 63 registrations with nine years of industry experience. His prior roles include five years at Fidelity Institutional Asset Management and five years as an investor. He serves as a trustee for a family-established SLAT. 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, wealth advisory, and institutional consulting services with a range of portfolio management styles and affiliated research.

Robert Richardson is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is involved with Mach1 Soccer Club. 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.