Rochester Hills, MI 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
2526 S Rochester Road
Rochester Hills MI 48307
Advisors at this office
2
Advisors at this office
Ryan B
Series 63, Series 66
Rochester Hills, MI
Raymond James Financial
Ryan Barrett is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Raymond James since 2011 and is a 50% owner and partner in B&T Wealth Management, LLC, which supports his Raymond James practice. Barrett also owns RPB Financial Management, a support company, and holds a 50% ownership interest in R&R Investment Holdings, LLC. 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 entities. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.
Robert T
CFP®, Series 63
Rochester Hills, MI
Raymond James Financial
Robert Tomaszewski is a CFP® with 26 years of industry experience. He has been with Raymond James Financial since 2011, including time at Raymond James Financial Services, Inc. and Christopher Patrick and Associates. Tomaszewski is also involved in ownership and operational roles at several support businesses that assist his advisory practice. 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 employs a tailored, non-discretionary approach supported by risk profiling and analytical tools, and it stands out for its affiliations with municipal advisory services and specialized retirement plan programs.
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