Westerly, RI Beach Street Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,954 offices

Location

85 Beach Street Unit 17 A, Bldg D

Westerly RI 02891

Advisors at this office

2

Advisors at this office

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Neil A

CFP®, Series 66

Westerly, RI

Raymond James Financial

Neil Anthes is a CFP® professional with nine years of industry experience, currently serving at Raymond James Financial Services Advisors since 2022. Prior to this, he was with Edward Jones from 2016 to 2022. Outside of his advisory role, he is president of Sound Financial Partners and CEO of Sound Financial Planning, LLC, both firms engaged in financial planning and investment management. Raymond James Financial Services Advisors 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 consulting using analytical tools and supports a broad network of advisors and affiliated firms.

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

Thomas M

Series 66

Westerly, RI

Raymond James Financial

Thomas Minuto is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 10 years of industry experience. Prior to joining Raymond James in 2026, he spent a decade at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management 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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