Ridgefield, CT Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

2

Of 5,796 advisors across 937 offices

Location

4 Prospect

Ridgefield CT 06877

Advisors at this office

2

Advisors at this office

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Mark M

Series 66

Ridgefield, CT

Raymond James & Associates

Mark Mezzone is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. His prior roles include two years at Bank of America and ongoing affiliation with Merrill. He is also the owner of a small business that leases commercial office space to Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph D

Series 63, Series 65

Ridgefield, CT

Raymond James & Associates

Joseph Divestea is a financial advisor with Raymond James & Associates in Ridgefield, CT, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked at Merrill and Bank of America before joining Raymond James in 2016. Outside of advisory work, he is the owner of MDJM LLC, which leases commercial office space to Raymond James. 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 and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and consulting through various advisory programs with diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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