Hunt Valley, MD Schilling Cir Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 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

226 Schilling Cir, Suite 250

Hunt Valley MD 21031

Advisors at this office

8

Advisors at this office

user avatar

Brandon H

Series 66

Hunt Valley, MD

Raymond James Financial

Brandon Hethcoat is a financial advisor at Raymond James Financial with five years of industry experience. He previously worked at Morgan Stanley and Parker & Lynch, and also held a role at Ohio University. In addition to his advisory work, he serves as an investment strategist for Fusco Financial. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory 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

Steven M

Series 63, Series 66

Hunt Valley, MD

Raymond James Financial

Steven Moore is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Raymond James since 2012 and has prior experience at Fusco Financial Associates, where he also served as a senior analyst and support staff. 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 employs tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

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

Abigail L

Series 66

Hunt Valley, MD

Raymond James Financial

Abigail Lohn is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has held roles at Raymond James Financial Services Advisors, Inc., Fusco Financial Associates, and previously worked in retail and telecommunications. 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 municipal finance work through its affiliation with a municipal advisor.

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

Kevin F

Series 63, Series 65

Hunt Valley, MD

Raymond James Financial

Kevin Fusco is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves as Vice President of Fusco Financial Associates, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with various specialized programs and institutional services.

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

Matthew S

Series 66

Hunt Valley, MD

Raymond James Financial

Matthew Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hunt Valley, MD, holding a Series 66 designation and five years of industry experience. His work history includes roles in accounting, construction, and retail, as well as a four-year period at Towson University. He is also involved with Fusco Financial as a financial advisor in a support capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored financial planning and investment consulting, employing analytical tools such as risk profiling and modeling to support client goals, and it provides specialized advisory programs including municipal finance and SIMPLE IRA employer consulting services.

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

Ascenza M

Series 66

Hunt Valley, MD

Raymond James Financial

Ascenza Meyer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. She has worked at Raymond James since 2013 and previously supported Fusco Financial Associates. 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 clients. The firm uses analytical tools and tailored approaches to support client goals and offers specialized advisory programs along with municipal and public finance services.

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

David M

CFP®, Series 66

Hunt Valley, MD

Raymond James Financial

David Matthews is a CFP® and Series 66-registered advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2012. He has 24 years of industry experience. Outside of his advisory role, Matthews serves as Treasurer of the Mt. Ararat #44 Ancient Free & Accepted Masonic Lodge. 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, charitable organizations, and institutions. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and supports both advisory programs and institutional consulting across a large network of advisors.

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

Gino Z

CFP®, Series 66

Hunt Valley, MD

Raymond James Financial

Gino Zazzetta is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held roles at Fusco Financial Associates and non-variable insurance firms since 2016. Zazzetta also serves as a board member for the Linwood Center, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)