Allison Park, PA Oxford Blvd Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

5

Of 6,448 advisors across 2,959 offices

Location

2858 Oxford Blvd

Allison Park PA 15101

Advisors at this office

5

Advisors at this office

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Roger K

Series 63, Series 65

Allison Park, PA

Raymond James Financial

Roger Knouse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Raymond James Financial Services since 2007 and operates a seasonal tax preparation business assisting relatives, friends, and clients with tax planning and preparation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sullivan C

Series 66

Allison Park, PA

Raymond James Financial

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew D

Series 63, Series 65

Allison Park, PA

Raymond James Financial

Matthew Dukovich is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he owns LVL Up LLC, a streetwear business focused on buying and selling shoes and clothing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gary M

CFP®, Series 63, Series 65

Allison Park, PA

Raymond James Financial

Gary Merge is a CFP® professional with 37 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms including Merge & Associates, Inc., which he owns and operates, and has been involved with Kline, Keppel, Koryak, Pc since 2012. Outside of his advisory work, he serves on the advisory board of Avalotis Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal finance through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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George D

Series 63, Series 65

Allison Park, PA

Raymond James Financial

George Dukovich is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Raymond James Financial and its affiliates since 1999. Outside of advisory work, he owns and operates Dukovich & Associates Financial Services and provides tax services through Moneyline Tax Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports advisory programs with a focus on technology, cybersecurity, and municipal advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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