Buffalo, NY Linwood Ave. Office

Team
Updated today
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Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,505

Across 2,994 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

217 Linwood Ave., Lower Level

Buffalo NY 14209

Advisors at this office

4

Advisors at this office

user avatar

Beau R

Series 63, Series 66

Buffalo, NY

Raymond James Financial

Beau Riggs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include positions at LPL Financial and KeyBank. Outside of his advisory work, Riggs is involved in several entrepreneurial ventures, including owning a social media consulting business and managing financial planning and investment management firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal finance work, incorporating advanced analytical tools and specialized advisory programs.

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

Joshua R

Series 66

Buffalo, NY

Raymond James Financial

Joshua Rohrer is a financial advisor with Raymond James Financial in Buffalo, NY, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Raymond James, he spent over a decade at NCH Corporation / Certified Labs. He also works as an associate at Accreux Wealth Management, focusing on client relationship management. 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 plans, corporations, and institutional investors. The firm employs tailored, non-discretionary planning approaches using risk profiling and modeling tools 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
user avatar

Andrew D

Series 66

Buffalo, NY

Raymond James Financial

Andrew Durfee is a financial advisor at Raymond James Financial with 22 years of industry experience. He previously worked at UBS Financial Services for 10 years and was with Crux Wealth Advisors before joining Raymond James. Durfee is a Series 66 credential holder and co-owns Accreux Wealth Management LLC, a business supporting his Raymond James practice. 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, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools. The firm offers a range of advisory programs and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

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

Anthony P

Series 66

Buffalo, NY

Raymond James Financial

Anthony Pandolfi is a financial advisor with Raymond James Financial in Buffalo, NY, holding a Series 66 designation and 22 years of industry experience. His career includes 13 years at UBS Financial Services Inc. Prior to his current role, he was affiliated with Crux Wealth Advisors LLC. Outside of advising, he owns Grand Cru Consulting, a wine and spirits consulting business serving restaurants. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm uses analytical tools tailored to client goals and offers advisory programs alongside institutional consulting and portfolio management.

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