Boulder, CO Iris Avenue Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
3033 Iris Avenue
Boulder CO 80301
Advisors at this office
3
Advisors at this office
Darina B
Series 66
Boulder, CO
Raymond James Financial
Darina Barciak is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Barciak is based in Boulder, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services alongside specialized retirement plan consulting.
Robert L
Series 66
Boulder, CO
Raymond James Financial
Robert Lynch is a financial advisor with Raymond James Financial in Boulder, Colorado, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at UBS Financial Services and Key Investment Services LLC. Lynch is also involved as a financial advisor at First Investments & Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.
Matthew V
CFP®, CFA®, Series 63, Series 65, Series 66
Boulder, CO
Raymond James Financial
Matthew Veenker is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the CFP® and CFA® designations, along with the Series 63, 65, and 66 licenses. His prior roles include positions at First National Bank of Omaha and First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored planning and analytical tools to support client goals. The firm also offers municipal and public finance advisory services and sponsors specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.
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