Manchester Village, VT 5293 Main Street Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,955 offices

Location

5293 Main Street

Manchester Village VT 05255

Advisors at this office

2

Advisors at this office

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Cody C

Series 66

Manchester Village, VT

Raymond James Financial

Cody Crossman is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked with multiple Raymond James entities since 2021. Outside of advising, Crossman works as a sales assistant for Watershed Wealth Management and Traver Gardner Group in Manchester Village, VT. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored risk profiling and analytical tools.

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

Series 66

Manchester Village, VT

Raymond James Financial

Brian Vargo is a Series 66-credentialed financial advisor with Raymond James Financial, based in Manchester Village, Vermont, and has 10 years of industry experience. His work history includes roles at Raymond James firms and other investment groups. Outside of his advisory work, he owns and manages Walloomsac Property Partners LLC, a farm focused on wildlife restoration and habitat management. 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. The firm offers tailored non-discretionary planning and supports various advisory programs, with specialized services in municipal and public finance.

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