Raymond James welcomes Massachusetts advisors managing $435 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Vincent "Vinny" Zaccardi, CRPCTM, CPWA®, Nicholas "Nick" Zaccardi, CPWA®, CPFA® and Gerard Mattaliano, CFP® to Raymond James & Associates (RJA) – the firm's employee advisor channel – according to Kelly Anderson, Northeast regional director for RJA.
Based in Burlington, Massachusetts, the advisors and senior client service associate Dawn Balinelli operate as The Zaccardi Group of Raymond James. The group previously managed over $435 million in client assets at Merrill Lynch and join RJA's New England complex, led by complex manager Bill Drew.
"Aligning with Raymond James provides us the freedom to objectively advise and serve our clients to the best of our ability. We're empowered to have meaningful conversations about wealth and their personal goals while still enjoying the robust resources of a large firm," said Nick, first vice president, investments. "Additionally, the firm has a compelling reputation for strength and stability, grounded in conservative management and high ethical standards."
An experienced professional in the financial services industry, Vinny serves clients as senior vice president, investments. He held various roles at Merrill Lynch over his 31-year tenure at the company. Vinny graduated from Bryant University with a bachelor's degree in business administration and earned both the Chartered Retirement Planning CounselorSM and Certified Private Wealth Advisor® professional designations.
Nick offers over a decade of financial industry experience and began serving clients as a financial advisor in 2013 at Merrill Lynch. He holds the Certified Private Wealth Advisor® and Certified Plan Fiduciary Advisor designations in addition to a Bachelor of Science in economics and finance from Bentley University.
Mattaliano began working in the financial services industry in 2016 and has held advisor positions at Morgan Stanley, Charles Schwab and Merrill Lynch. In addition to his designation as a CERTIFIED FINANCIAL PLANNERTM professional, he is a graduate of Clemson University with a Bachelor of Science in finance.
"I am delighted that Raymond James continues to attract advisors like Vinny, Nick and Gerard, who exhibit a notable passion for guiding clients toward achieving their long-term financial goals," said Anderson. "We look forward to collaborating with them as they further augment their practice and capabilities."
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.41 trillion as of Apr. 30, 2024. Additional information is available at raymondjames.com.
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.