Williamsport, PA Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,806

Across 938 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

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

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

1000 Commerce Park Drive, Suite 402

Williamsport PA 17701

Advisors at this office

8

Advisors at this office

user avatar

Terri F

Series 63, Series 65

Williamsport, PA

Raymond James & Associates

Terri Fought is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Raymond James & Associates since 2017, following eight years at Bank of America and twenty years at Merrill. 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 various portfolio management styles and affiliated research.

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

Brian P

Series 63, Series 65

Williamsport, PA

Raymond James & Associates

Brian Pick is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at Merrill and Bank of America before joining Raymond James in 2017. Pick serves as a director on the board of the Red Raider Foundation, a nonprofit supporting the Montgomery Area School District through fundraising and grant distribution. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal clients. The firm offers financial planning and investment consulting with a non-discretionary approach, drawing on diverse portfolio management styles and affiliated research.

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

Bradly S

Series 63, Series 65

Williamsport, PA

Raymond James & Associates

Bradly Sunanday is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank before joining Raymond James in 2017. Outside of finance, he is involved in agriculture, specifically soybean and corn farming. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and investment consulting with a range of portfolio management styles, supplemented by firm research and affiliated sub-advisers.

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

Christine E

Series 66

Williamsport, PA

Raymond James & Associates

Christine Engel is a financial advisor with Raymond James & Associates in Williamsport, PA, holding a Series 66 designation and 21 years of industry experience. She worked at Merrill from 1996 to 2017 before joining Raymond James in 2017. Engel is also listed as the owner of Mountie Holdings LLC, a rental real estate business managed by her spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by in-house research and sub-advisers.

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

Kyle S

Series 66

Williamsport, PA

Raymond James & Associates

Kyle Snyder is a financial advisor with Raymond James & Associates in Williamsport, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at the Lewisburg YMCA and the Miller Center. Outside of advising, Snyder assists seasonally with his family's farm, Robert Snyder Farms. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting through various programs, supported by extensive research and multiple portfolio management styles.

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

Craig F

Series 63, Series 66

Williamsport, PA

Raymond James & Associates

Craig Fought is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 12 years of industry experience. He worked at Merrill from 2014 to 2017 before joining Raymond James in 2017. Outside of his advisory role, he is a partner in Stepping Stones Holdings LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supporting its advisors with a range of research and portfolio management options.

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

Logan P

Series 66

Williamsport, PA

Raymond James & Associates

Logan Pick is a financial advisor with Raymond James & Associates in Williamsport, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he was involved with several ventures including JSM & Graphics and The Starboard. He has also worked at Williamsport Country Club and engaged with The Lion's Den and Pennsylvania State University in recent years. 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 charitable entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

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

Joshua S

Series 63, Series 65

Williamsport, PA

Raymond James & Associates

Joshua Sunanday is a financial advisor with Raymond James & Associates in Williamsport, PA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior work history includes eight years at Morgan Stanley Smith Barney and ongoing affiliation with CitiGroup Global Markets Inc since 2008. 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 municipal entities, offering non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")