Goshen, NY Coates Drive Office

Alexander Taub is a Series 66-credentialed financial advisor with 27 years of industry experience. He is affiliated with Raymond James Financial and has been a financial advisor there since 2009. Taub is also owner and treasurer of Zick Whitted Taub Group, Inc., a support company that contracts with Raymond James. 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 using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Allen Zick is a CFP®-certified financial advisor with Raymond James Financial, where he has worked since 2009, accumulating 29 years of industry experience. He serves as Treasurer and Board Member of the West Point Parents Club of New York and New Jersey, a nonprofit organization. Outside his advisory role, he is president and owner of the Zick Whitted Taub Group, a support company based in Goshen, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, with a broad network of advisors and specialized advisory programs.

Edward Lynch is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 63 designation and previously worked at Highland Capital Brokerage for six years. Lynch is the CEO of Lynch Wealth Strategies, Inc., an independent financial advisory firm affiliated with Raymond James, and also operates as an insurance agent specializing in life, long-term care, disability, and fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized plan-level retirement consulting.

Brad Whitted is a financial advisor with Raymond James Financial, holding a Series 66 designation and 27 years of industry experience. He has held various roles since 2007, including positions at Merrill and multiple leadership roles within the Zick Whitted Taub entities, where he currently serves as owner and vice president of support companies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, with specialized municipal and SIMPLE IRA advisory programs.

Thomas Gorman is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2015 and operates as an independent contractor providing investment and retirement planning advice. Outside of his advisory duties, he has authored material, though this activity is presently limited. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.