Westborough, MA Milk Street Office

John Postizzi Jr. is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2003, serving in its various capacities for over two decades. Outside of his advisory role, he owns a small simulator racing studio, Apex Predators Sim Racing 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 clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting implementation through its advisory programs or other providers.

Nancy Malone is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 18 years of industry experience. She has been associated with Raymond James Financial Services since 2008 and with Wheelhouse Wealth Advisors since 2015. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting programs.