Miami, FL 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

Miami FL

Advisors at this office

6

Advisors at this office

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Francesco D

Series 66

Miami, FL

Raymond James Financial

Francesco D'amato is a financial advisor with Raymond James Financial in Miami, FL. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Brickell 21 Capital Management Inc., Fideuram Intesa SanPaolo Private Banking, and academic positions at Bocconi University and Barry University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-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
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Theodore K

CFP®, Series 63, Series 65

Miami, FL

Raymond James Financial

Theodore Kerr is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He spent 25 years at Touchstone Capital, Inc. and 17 years at Commonwealth Financial Network prior to joining Raymond James. Outside of advisory services, he owns and manages several businesses including an aircraft leasing company and a consulting firm focused on advisor-to-advisor services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs analytical tools and tailored planning approaches to support client goals and offers unique advisory programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

Miami, FL

Raymond James Financial

Beth Sweeney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 30 years of industry experience. She previously worked at Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, and Wells Fargo. Outside of her advisory work, she owns a golf lounge business in Holdrege, Nebraska. 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 a broad advisor network with specialized programs in municipal advisory and SIMPLE IRA consulting.

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

Series 66

Miami, FL

Raymond James Financial

Eric Sweeney is a financial advisor at Raymond James Financial with ten years of industry experience. He previously worked with Steward Partners Investment Solutions and Steward Partners Investment Advisory, and he serves as a board member for the City of Holdrege, NE Airport Board Authority. 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 uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

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

Series 66

Miami, FL

Raymond James Financial

Joshua Nogajewski is a Series 66-licensed financial advisor with Raymond James Financial, based in Miami, FL, with one year of industry experience. Prior to joining Raymond James, he worked at Lauterbach & Amen and has experience as an associate actuary providing audit and accounting services. He also maintains a support role through Carnes Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses a tailored, analytical approach with risk profiling and modeling tools and supports its clients through advisory programs and institutional consulting.

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

Series 66

Miami, FL

Raymond James Financial

Francesco Traina is a financial advisor with Raymond James Financial in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He is the owner and president of Brickell 21 Capital Management Inc., a separate business he has led since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

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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