Charlottesville, VA Glenwood Station Lane Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,955 offices

Location

941 Glenwood Station Lane, Suite 201

Charlottesville VA 22901

Advisors at this office

3

Advisors at this office

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James M

CFP®, Series 63, Series 65

Charlottesville, VA

Raymond James Financial

James Masloff is a CFP®-certified financial advisor with 38 years of industry experience, currently practicing at Raymond James Financial in Charlottesville, VA. He has been with Raymond James Financial Advisors since 2008 and its affiliated firm since 2009. Masloff is a managing member and partner in a family-owned LLC that holds a vacation home and co-owns a support company for his financial practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes analytical tools and tailored, non-discretionary planning to support client goals and maintains distinctive municipal advisory capabilities alongside a broad advisor network.

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

CFP®, Series 66

Charlottesville, VA

Raymond James Financial

Julia Reichard is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She is also co-owner of Dean-Reichard LLC and Clarity Wealth Partners LLC, a support company for her financial planning and investment practice. Reichard serves as a trustee of a 401(k) plan under Clarity Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through various advisory programs.

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

CFP®, Series 63, Series 65

Charlottesville, VA

Raymond James Financial

John Dean is a CFP® professional with 30 years of experience in financial advisory. He has been with Raymond James Financial since 2009 and worked previously at Dean & Masloff Financial Group. Dean is a co-owner of Dean-Reichard, LLC, a support company affiliated with Clarity Wealth Partners LLC. 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. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work 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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