Emmaus, PA Pennsylvania Ave Office

Zachary Long is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Raymond James Financial Services, PNC Bank, and a decade at Service Electric Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Richard Whitelock is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MassMutual, NYLIFE Securities, and M Holdings Securities. Outside of his advisory role, he serves as a broker and agent for life insurance and annuity contracts. 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, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable focus on municipal and public-finance work.

Mary Evans is a CFP®-certified financial advisor at Raymond James Financial with 21 years of industry experience. She has been with Raymond James since 2008 and manages a branch office through her ownership of Evans Wealth Strategies. In addition to her advisory work, she is an author, with a book published in March 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Crystal Dye is a CFP® with 17 years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. since 2009. She is based in Emmaus, PA, and also works as an associate at Evans Wealth Strategies, assisting with client support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning and analytical tools.

Michelle Tauber is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Raymond James in 2019, she worked at Kappa Publisher Services and Rodale Inc., where she spent over 28 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, corporate, and charitable clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers programs including wrap-fee advisory services and institutional consulting.

Morgan Mc Neely is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Deloitte & Touche LLP. Outside of his advisory role, he assists financial advisors at Evans Wealth Strategies in Emmaus, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and emphasizes technology and compliance in its operations.