Burlington, VT Office

Kari Phillips is a financial advisor with Raymond James Financial in Burlington, VT, holding a Series 66 designation and possessing 20 years of industry experience. Her prior work includes positions at Hickok & Boardman Capital Management and Advisors In Financial Planning. She is also associated with the Hickok & Boardman Capital Management Charitable Endowment Fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Brian Lowry is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Hickok & Boardman Capital Management and Crestwood Advisors before joining Raymond James in 2019. Lowry is involved with nonprofit organizations in Burlington, VT, including serving on the finance and investment committees of the Burlington Country Club and Greater Burlington YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brigette White is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial where she has worked since 2009. She is also the managing partner of Hickok & Boardman Capital Management, a support company based in Burlington, VT. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains specialized programs in municipal finance and retirement plan consulting.

Carolyn Raftery is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 16 years before joining Raymond James in 2026. She holds a Series 66 designation and is based in Burlington, VT. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports a large network of advisors with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Azulena Godeck is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously held roles at firms including BlackRock, Vanguard, Mercer Investments, and State Street Global Advisors. Godeck participates on the Finance and Investment Committees of United Way Northwest Vermont. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Mccormack is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and possessing 26 years of industry experience. He has been with Raymond James Financial since 2009 and previously worked with Advisors In Financial Planning starting in 1999. Outside of his advisory role, Mccormack is managing partner of Hickok & Boardman Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialist offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mason Beck is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at the Burlington School District, Hickock and Boardman Capital Management, and catering services. 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 clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

William Hauf is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes positions at Hickok & Boardman Capital Management and Raymond James Financial Services Advisors, Inc. Outside of finance, he has experience working with Vermont Tent Co. and has been involved in education at Mount Mansfield Union High School and Camels Hump Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Zachary Musgrave is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2014. He holds designations including CFP® and Series 66 and is also a partner at Hickok & Boardman Capital Management. His career includes roles at Advisors In Financial Planning and Hickok & Boardman Financial Planning & HR Intelligence. 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 delivers non-discretionary planning tailored to client goals and supports its extensive advisor network through advanced analytical tools and technology integration.