San Francisco, CA Battery St Office

Michael Rossi is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Francisco, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Raymond James since 2016 and previously spent one year with Wells Fargo Advisors. Rossi also serves as Chief Operating Officer for Elevon Wealth Management, a role he has held since 2016. 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 tailored, non-discretionary planning and uses analytical tools like risk profiling and probability modeling to support client goals.

Christopher Vetrano is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC for seven years. In addition to his advisory role, he is involved in operations at Elevon Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses analytical tools for tailored, non-discretionary planning and supports clients through a broad advisor network.

George Buck is a financial advisor with Raymond James Financial in San Francisco, CA, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. He has been with Raymond James Financial Services since 1999 and Raymond James Financial since 2009. Outside of his advisory work, Buck serves as an independent contractor financial advisor for Elevon Wealth Management and is a board member involved in decision-making for a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supports extensive advisory programs, and uniquely maintains a municipal advisor affiliation to enhance its public finance work.

Loretta Strong is a financial advisor with Raymond James Financial in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has previously worked with Elevon Wealth Management, Financial Partners Wealth Strategies, and operated Strong Financial Strategies. 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 a range of analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.