Raymond James welcomes Pennsylvania financial advisor managing $265 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed experienced financial advisor Martin Lutschaunig to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
As president of Lutschaunig Wealth Management in Yardley, Pennsylvania, Lutschaunig is joined by branch manager Patricia Niles. Together they serve a variety of clients, including healthcare professionals, women investors and retirees, with customized strategies and objective advice to help achieve their financial goals. Arriving from Janney Montgomery Scott, Lutschaunig previously managed approximately $265 million in client assets.
“Raymond James has a rich history of putting clients first, which was our top priority in choosing a firm, and we confirmed this time and time again during discussions with other advisors who had made the transition prior to ours. For Patti and me, it is the best of both worlds: A sophisticated platform with the freedom and flexibility to run our practice in a way that best suits our clients,” said Lutschaunig.
From his start as a senior accountant at Deloitte and Touche to more recent positions such as senior vice president at Merrill Lynch and executive vice president at Janney Montgomery Scott, Lutschaunig has gained over 30 years of experience in financial services. He graduated with a Bachelor of Science from Villanova University and holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plan Counselor™ professional designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.42 trillion as of Feb. 29, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lutschaunig Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.