To better serve our clients, we host several events each year centered on improving your life and finances. For example, we sometimes call on experts from the Department of Labor or the Internal Revenue Service to speak at client gatherings.
Bookmark this page and check back often to learn about these events, including community involvement and continuing education.
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curesearch.org/board-chair-finalist-for-invest-in-others-award/
Jared Brancazio
CureSearch Board Chair, Jared Brancazio, has been selected as one of three national finalists for the Invest in Others (IiO) Catalyst Award for his charitable work with CureSearch.
IiO is a 501 (c)(3) nonprofit dedicated to supporting and empowering financial advisors who invest in others by giving back to their communities with overwhelming generosity.
Brancazio is the VP of Investments at Brancazio Wealth Management of Raymond James, and has spent more than 20 years in high level finance and investment roles. He's also served in key volunteer leadership roles.
Three finalists are selected in each of the five categories with one winner being chosen for each award. Brancazio is a finalist in the Catalyst Award category, presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least 3 years.
Winners will be announced at the IiO Awards Gala on September 20 in Boston.
The Invest in Others (liO) Awards program recognizes financial advisors who lend their time and talents to support nonprofits helping to make a difference in people's lives. Through the five award categories — Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year — the liO Awards honor financial advisors who have contributed to their causes in significant ways. Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves. This ranking is based upon the period from 1/1/2020 to 12/31/2022 and was released on 7/17/2023. Out of over 600 Financial Advisors nominated 15 were selected as finalists while 75 were selected as honorable mentions. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Invest in Others.
Together, we make a difference to build, strengthen and grow our communities.
August is officially designated as “Raymond James Cares Month” – a period of 31 days when our associates and advisors team up to give back to their communities in meaningful ways. This year we partnered with Childcare of SW Florida and spent the day at The Joseph H. Messina Children’s Center working on various gardening and painting projects.
Since our founding in 1962, Raymond James has been committed to “giving back to our communities in which we live and work.”
More than five decades later, we’re proud to continue this legacy by investing our time, money and talents into the communities we serve.
Branch Associates spent the day collecting items for United Way of Lee County while guests enjoyed complimentary ice cream and had their items dropped off for shredding. Pictured here(L-R) are Fred Maschmidt, Carolie Burroughs, Ruth Briney, Philip Artmann, Lynda Demarco, Eric Demarco, Rachel Meisenzahl, Amy Brancazio, Alex Demarco, and Jared Brancazio
