Montoursville, PA Office

Chase Snyder is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2020, following roles at various companies including Patton Warehousing and Watsontown Trucking. He also worked at Bloomsburg University for five years. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jason Dugan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 20 years of industry experience. Prior to his current role, he has worked with Aspire Wealth Group since 2018. Outside of advisory work, he serves as the Assistant Financial Secretary for the First Baptist Church of Milton, managing payroll and financial records. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Keely Swartwood is a financial advisor at Raymond James Financial Services Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at H&R Block and the Department of Justice Federal Bureau of Prisons. Outside of advisory work, she prepares tax returns for individuals and businesses through Allegiance Tax Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals.

Derek Snyder is a financial advisor with Raymond James Financial Services Advisors Inc. in Montoursville, PA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Raymond James since 2015. In addition to his advisory role, Snyder works as an associate with Aspire Wealth Group, where he provides wealth advisory services to clients. 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, and institutional clients. The firm uses a tailored, non-discretionary approach that incorporates risk profiling and analytical tools to support client goals across its extensive advisor network.

Andrew Newcomb is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Andrew worked at Aspire Wealth Group and AXA Advisors, LLC. He is also involved with Lewisburg Area High School in Montoursville, PA. 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, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs along with municipal and public finance services.