Virginia Beach, VA 32nd Street Office

Jennifer Duffy is a financial advisor at Raymond James & Associates with 40 years of industry experience. She previously worked at Merrill for 17 years before joining Raymond James in 2011. Duffy serves as a board member for the Together We Can Foundation/Smart Transitions, a local nonprofit organization. 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.

Sandra Peters is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2011. Outside of her advisory role, she serves as a director of the 31Ocean Business Association in Virginia Beach, where she is involved in membership management and event organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making in municipal and government bonds.

Michael Borza is a financial advisor with Raymond James & Associates in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for nine years each. Borza serves as Chairman of the Board for Equi-Kids Therapeutic Riding Program, a charitable organization focused on therapeutic riding. 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 financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management options.

Sarah Peterson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Raymond James in 2020. 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 through various programs and affiliated research resources.

Thomas Pennell is a financial advisor with Raymond James & Associates in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James and Associates since 2011. Outside of his advisory role, Pennell serves as a director on the board of the Virginia Zoological Society, where he is involved in strategic planning, fundraising, and educational initiatives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse clientele including individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting through various programs, using a range of portfolio management styles supplemented by in-house research and model managers.

John Gill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services and Truist Investment Services in 2021, and Bb&T Securities from 2013 to 2021. Outside of his advisory role, he has a personal investment interest in Koalafi. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting using a variety of portfolio management styles and firm-affiliated research, with notable activities in municipal advisory services and an extensive affiliate ecosystem.

Christopher Holladay is a CFP® certificant with 24 years of industry experience, currently affiliated with Raymond James & Associates since 2015. He serves as a trustee and successor trustee for a family trust, responsible for distributing trust assets according to the trust documents if necessary. 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 fiduciary services through a variety of portfolio management styles and affiliated research.

Robert Gillenwater is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at T3 Trading Group, LLC and served in the US Navy for 20 years. He and his wife are exploring the establishment of an asset holding company for asset protection and tax strategy purposes. 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 clientele, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jennifer Cox is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has previously worked at the Episcopal Day School of Christ Church Parish and St. Michael Lutheran Preschool. 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 broad client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Edwards is a CFP® with 18 years of industry experience, currently working at Raymond James & Associates. He previously spent 11 years at UBS Financial Services. Edwards serves on the board of the Financial Planning Association of Hampton Roads, where he helps plan speakers for monthly meetings. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Jason Hoffman is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hoffman serves as a board member and finance/investment committee member of the Tidewater Jewish Foundation, contributing to the strategic planning and management of its endowment. 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, offering financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a nationwide adviser force.

Victor Philleo is a financial advisor with Raymond James & Associates in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Austin Storck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he served in the United States Navy from 2015 to 2022. He has contributed as an author, writing chapters on networking for personal growth in a published book. 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, and municipal clients with a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Joshua Haggerty is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the CFA® designation along with Series 66, 63, and 65 licenses. Prior to joining Raymond James in 2023, he worked for Truist Financial for 18 years and Vantage Consulting Group Inc for 5 years. Outside of his advisory work, he serves as a board member for two youth soccer organizations in Virginia Beach. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles supported by affiliated research and model manager options.

William West is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. He serves as Treasurer for the Tidewater African Cultural Alliance, a nonprofit organization. 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, non-discretionary investment consulting, and municipal advisory services.