Westminster, MD Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
About
Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.
Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.
Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.
Based on Raymond James & Associates
Expertise
Based on Raymond James & Associates
Location
12 Locust Lane
Westminster MD 21157
Advisors at this office
5
Advisors at this office
Blane W
Series 63, Series 66
Westminster, MD
Raymond James & Associates
Blane Wright is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 26 years of industry experience. His career includes roles at Scottrade and TD Ameritrade prior to joining Raymond James in 2018. Raymond James & Associates is a large brokerage and investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Lisa G
Series 66
Westminster, MD
Raymond James & Associates
Lisa Goretsas is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has worked at Raymond James since 2009 and previously at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves as an officer and secretary of Evergreen Builders, Inc., and is a board member for nonprofit organizations including the Human Services Program of Carroll County, Inc. and YES!. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a broad portfolio of management styles and affiliated research.
Gregory W
CFP®, Series 66
Westminster, MD
Raymond James & Associates
Gregory Wagner is a CFP® professional affiliated with Raymond James & Associates, with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citizens Securities. Outside of his advisory work, he serves as power of attorney for a family member in full nursing care. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management styles.
Troy P
Series 66
Westminster, MD
Raymond James & Associates
Troy Petry is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2011. Outside of his advisory role, he is involved with Collectors Clubhouse. 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 consulting services with a range of portfolio management styles and affiliated research resources.
Edward M
CFP®, Series 66
Westminster, MD
Raymond James & Associates
Edward Myers is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2009. He holds the Series 66 designation and is based in Westminster, MD. Myers is also the owner of Kairos Wealth Advisors, LLC, a business entity established to manage the lease of his Raymond James office location. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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