Rockville, MD N Washington Street Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,959 offices

Location

110 N Washington Street, Suite 406

Rockville MD 20850

Advisors at this office

4

Advisors at this office

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Jared V

Series 66

Rockville, MD

Raymond James Financial

Jared Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016 and is also involved with Capital Wealth Management Group in a non-client-facing capacity. 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, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, incorporating technology and advanced analytical tools in its offerings.

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

Series 63, Series 65

Rockville, MD

Raymond James Financial

Sharon Chapman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Raymond James Financial since 2009 and has held roles at PB Mares, Santos, Postal & Company P.C., and Capital Wealth Management Group LLC. Her experience also includes insurance work dating back to 2006. 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 clients. The firm utilizes detailed risk profiling and modeling tools and supports a wide network of advisors through tailored, non-discretionary planning and consulting services.

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

Series 63, Series 65

Rockville, MD

Raymond James Financial

Robert Hausman is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2012. Outside of advising, he is a partner and owner in several accounting and CPA practices based in Rockville, MD. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical and risk-profiling tools, and supports advisory programs through a large network of advisors.

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

Series 63, Series 65

Rockville, MD

Raymond James Financial

Tiffany Violante is a financial advisor with Raymond James Financial in Rockville, MD, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Violante owns a support company, Capital Wealth Management Group, which handles office expenses and salaries but does not interact with clients. 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, corporations, and institutional entities. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

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