Clarence, NY Office

Ryan Liddell is a CFP® professional with 14 years of experience in financial advising. He is currently affiliated with Raymond James Financial and has been a part of the firm since 2016. He also leads the Scheff Liddell Wealth Group, providing financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals, with additional capabilities in municipal advising and specialized retirement plan consulting.

Alan Scheff is a financial advisor at Raymond James Financial with 45 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Raymond James since 2004, as well as with Scheff, Thompson, Cress Investment Group from 2012 to 2021. Outside of his advisory work, he is a committee member at Temple Beth Tzedek, where he participates in budgeting and investment review processes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting.

Robert Cole is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 35 years of industry experience. His work history includes roles at Scheff Liddell Wealth Group and Scheff Investment Group, LLC, alongside his longstanding affiliation with Raymond James. Outside of his advisory work, he serves as a trustee for investment-related trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, while supporting implementation through various advisory programs and partnerships.

Jacob Katz is a CFP® credentialed financial advisor with Raymond James Financial Services Advisors Inc., where he has worked since 2014. He has 12 years of industry experience. Katz serves as a board member for the Erie1 Boces Education Foundation, involved in resource allocation and fundraising for local schools. He is also a partner and part-owner of Scheff Investment Group LLC and Scheff Liddell Wealth Group, where he works as a financial advisor. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation, along with specialized advisory programs.

Michelle Hatten is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 28 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2009 and has been associated with Scheff Thompson Cress Investment Group since 2007. Outside of her advisory role, she serves as support staff for Scheff Liddell Wealth Group. 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, and maintains specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.

Christina Norman is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 63 designation and has worked at Raymond James Financial Services Advisors since 2012. In addition to her advisory role, she is involved in warehouse property management as the owner of 2605 DCN LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supported by various analytical tools and advisory programs.

Dawn Maher is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 14 years of industry experience. She has worked at Raymond James Financial Services since 2012 and is also an associate at Scheff Liddell Wealth Group in Clarence, NY. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.