Hometown service from your hometown team

We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors. And like you, we are proud to call New Haven home.

Over the years, we’ve helped many individuals, families, business owners and professionals here in New Haven and the surrounding area with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources to serve you, too.

Welcome to the New Haven branch of Raymond James. Your hometown team with a world of financial possibilities for you.

  • Jeffrey Zelin
    Senior Vice President, Investments
    Complex Manager

  • Nancy Gold
    Complex Administrative Manager
     

  • Derek Ciampini, AAMS®, CRPC®
    Senior Institutional Consultant
    Senior Vice President, Investments

  • Wendy Coppola
    Senior Institutional Consultant
    Senior Vice President, Investments

  • Pat Luckart
    Associate Vice President, Investments
  • Bill Miller
    Vice President, Investments
  • Dave Moran
    Senior Vice President, Investments
  • Bill Newman
    Vice President, Investments