Littleton, NH Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
33 Main Street, Suite 204
Littleton NH 03561
Advisors at this office
2
Advisors at this office
Julia P
CFP®, Series 65, Series 63
Littleton, NH
Raymond James Financial
Julia Prisco is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Her career includes roles at Raymond James & Associates and Beacon Wealth Management, LLC, as well as nearly a decade at Terrie O'Connor Realtors prior to entering financial services. In addition to her advisory work, she is the owner of Buttonwood Point LLC, a support company based in Littleton, New Hampshire. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.
Marc P
CFA®, Series 63, Series 65
Littleton, NH
Raymond James Financial
Marc Prisco is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include positions at iCapital Markets LLC, JP Morgan & Co, and various affiliates of Raymond James. Outside of finance, he owns Buttonwood Services LLC, a farm-related business producing maple sugar products and woodworking for a limited clientele. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports municipal and public finance work through an affiliated municipal advisor.
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