Raymond James welcomes seasoned Florida advisor managing $525 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Mary A. Lauritano, CFA®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – according to Gregg Stupinski, Southeast division director for RJA.
As managing director, Lauritano leads Lauritano Wealth Management of Raymond James and is joined by senior client service associates Natalia Morales and Melody Price. Together they serve high-net-worth individuals and families, business owners and corporate executives across the country as members of RJA’s Carillon branch, led by branch manager Paul Manfrey and complex manager Michelle Lynch, in St. Petersburg, Florida. She arrives from UBS Financial Services where she managed approximately $525 million in client assets.
With over 37 years of experience in financial planning and investment management, Lauritano brings extensive expertise to her role. She holds the Chartered Financial Analyst® designation and most recently served at UBS Financial Services for 19 years. Her financial services industry experience is backed by a bachelor’s degree from the University of Virginia and an MBA from New York University’s Stern School of Business.
“Our practice remains focused on positively impacting our client’s families and their financial well-being. After extensive due diligence, Raymond James stood out for its unwavering client-first, people-centric culture and robust support to enable advisors to serve the diverse needs of clients,” said Lauritano. “Aligning with Raymond James empowers us to take our client service to a higher level with extensive support, access to specialized subject matter teams, an exceptional array of products and state-of-the-art technology. Additionally, we were particularly attracted to the firm’s conservative business philosophy, financial strength, commitment to strong ethical standards and community support.”
“We are pleased to welcome Mary Lauritano to Raymond James. Her expertise and client focus enhances the level of service we provide to our clients and aligns perfectly with the firm’s values,” said Stupinski. “We are looking forward to supporting her team and their continued success.”
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 $1.6 trillion as of Nov. 30, 2024. Additional information is available at raymondjames.com.