Augusta, ME Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,954 offices

Location

320 Water Street, 1st Floor

Augusta ME 04338

Advisors at this office

2

Advisors at this office

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Samuel M

Series 66

Augusta, ME

Raymond James Financial

Samuel Mondonedo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has served with the Military Sealift Command and is also associated with Mendall Financial Group, LLC in Augusta, ME. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

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

Series 66

Augusta, ME

Raymond James Financial

Danielle Valleau is a financial advisor with Raymond James Financial Services Advisors Inc. She holds the Series 66 designation and has 16 years of industry experience. Valleau has worked at Raymond James since 2009 and previously worked at Thomas M Hastings LLC. She also operates her own business, Danielle Valleau LLC, supporting her activities with Raymond James. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

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