San Juan Capistrano, CA Office

Ali Bavarian is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2011. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Dean Romo is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and 33 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and is also the president of OMO Capital Management, a support company he owns. Romo has experience managing his own advisory business, Romo Capital Management, which he has operated since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary consulting and supports a broad range of client types, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Matthew Deweese is a financial advisor with Raymond James Financial in San Juan Capistrano, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Deweese is also president of DeWeese Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs for municipal finance and employer SIMPLE IRA consulting.

Reed Romo is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services, LLC. Outside of his advisory roles, Romo was involved with Craft House for five years. 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 uses tailored planning and risk profiling tools and supports advisory programs with advanced technology and specialized municipal and retirement plan services.