West Conshohocken, PA Office

Mark Barrett is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Barrett serves as a director of College Possible, a nonprofit focused on expanding college admission and tutoring support for students. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Grobman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Raymond James since 2017 and previously spent 25 years at Fahnestock & Co., Inc. Grobman serves in several trustee roles for family trusts and participates in nonprofit governance, including chairing the investment committee for a local synagogue and serving on the investment committee of a regional Jewish family and children’s services organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jeffrey King is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously spent 12 years at UBS Financial Services before joining Raymond James in 2025. He holds a Series 66 designation and is based in West Conshohocken, PA. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Efstathios Kanteliotis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James. He serves as a volunteer member of the Finance and Investment Committee at Holy Trinity Greek Orthodox Church. 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 institutional fiduciary solutions.

Nicholas Rindock is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked since 2017. He has six years of industry experience and previously worked at Muhlenberg College. Located in West Conshohocken, PA, he is part of a large advisory team serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Susannah Madden is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Richard Hartman Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and offering 47 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he has supported his family by cosigning a mortgage for his daughter’s home. 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 consulting, and municipal advisory services through a network of nationwide advisers.

William Bredt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Raymond James & Associates since 1999, including six years with Raymond James & Associates, Inc. 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 charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Frederick Daniels is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2020, following four years with Wells Fargo Clearing and ten years with Wells Fargo Advisors, 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 individuals, institutional clients, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Arthur Bartholomew III is a CFP®-designated financial advisor with 45 years of industry experience. He is currently with Raymond James & Associates, having joined in 2025 after 12 years at UBS Financial Services. Outside of his advisory role, he serves as president and board member of the Lower Toby Sportsman Club, a fly fishing club in Swarthmore, PA. Raymond James & Associates is a large dually registered broker-dealer and 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 institutional fiduciary services with a range of portfolio management strategies.

Joseph Bell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup and JP Morgan Securities LLC. Based in Conshohocken, PA, he has been with Raymond James since 2019. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

Michael Gambol is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes two years at Wells Fargo Clearing Services LLC and earlier years at Raymond James & Associates. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and advisory services that emphasize non-discretionary consulting and a variety of portfolio management styles.

Dawn Deangelo is a financial advisor at Raymond James & Associates with 32 years of industry experience. She has held Series 63 and Series 65 licenses and worked at Fahnestock & Co., Inc. for 26 years before joining Raymond James in 2017. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Kenney is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 30 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 wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Rebecca Perkins is a financial advisor with Raymond James & Associates, holding a Series 63 credential and 34 years of industry experience. She has been with Raymond James for 15 years since 2011. Outside of advising, she serves as an acting executor for a client’s estate, a role connected to a personal relationship. 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 clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.