Fairfield, CT Post Road Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,975 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

2150 Post Road, Suite 402

Fairfield CT 06824

Advisors at this office

5

Advisors at this office

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Kevin B

Series 63, Series 65

Fairfield, CT

Raymond James Financial

Kevin Brown is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Southport Harbor Wealth Advisor, a separate investment advisory business. 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 charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

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

James M

Series 63, Series 66

Fairfield, CT

Raymond James Financial

James Mead Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He has previously worked at Morgan Stanley and its private bank affiliates for over a decade before joining Raymond James and The IST Group in 2021. He is also the owner of Greenfield Hill Wealth Management, where he serves as a financial advisor. 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 offers non-discretionary planning and consulting tailored to client goals, employing advanced analytical tools and supporting municipal and public finance through a distinctive 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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Thomas C

Series 63, Series 65

Fairfield, CT

Raymond James Financial

Thomas Carbin is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Boston Harbor. He is also involved with Southport Harbor Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and unique affiliations such as municipal advisory services.

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

Series 63, Series 66

Fairfield, CT

Raymond James Financial

Cameron Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Franklin Templeton Investor Services, Legg Mason Investor Services, and Charles Schwab. 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 supports clients through advisory programs and institutional consulting across a large advisor network.

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

Salvatore T

Series 63

Fairfield, CT

Raymond James Financial

Salvatore Trombetta is a financial advisor with Raymond James Financial and holds a Series 63 designation. He has 42 years of industry experience and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Trombetta is associated with support companies Boston Harbor Wealth Advisors and The IST Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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