More than planners, partners

Our financial advisors offer the experience, perspective and knowledge of a seasoned professional team, but most important, we offer partnership. We believe in investing in your goals as if they were our own and helping you plan for life – and all its facets – as you see it.

Leadership Team

Michelle
Michelle Lynch Zebra Complex Manager View Website
Paul
Paul Manfrey, ChFC® Senior Vice President, Wealth Management View Website
Matthew
Matt Presy Branch Operations Manager

Your Team Members

Naomi
Naomi F. Abrams Senior Registered Client Service Associate

Harring Planning Group of Raymond James

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Samuel
Sam Aspinwall, CFP® Managing Director

Executive Consulting of Raymond James

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Maria
Maria Bollo Sr. Registered Client Service Associate
Seth
Seth Adam Bolno, MBA Senior Investment Portfolio Analyst

Executive Consulting of Raymond James

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Ben Crayton Sr Invstmnt/Portfolio Analyst
Carol
Carol Currie Client Service Associate
Chadd Eaton Financial Advisor
Sharon
Sharon Ellis-Champagne Financial Advisor
Rachel
Rachel Golden Financial Advisor
Shannon
Shannon Gonzalez Senior Registered Client Service Associate View Website
Jeffrey
Jeff Harring, CFP® Senior Vice President, Investments

The Harring Planning Group of Raymond James

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Matthew
Matt Harring, CFP® Financial Advisor II

Harring Planning Group of Raymond James

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Daniel Herraiz Senior Financial Planning Consultant
Zachary
Zach Kessler, CFP® Financial Advisor

Mustard Seed Advisors of Raymond James

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Brian
Brian Kilczewski Financial Advisor View Website
Jad
Jad Khoury, CLTC® Senior Vice President, Investments View Website
Thomas
TJ King, CFP® First Vice President, Wealth Management

NGK Family Wealth Advisors of Raymond James

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James
Thad Kuczynski, CFP® Financial Advisor View Website
Cynthia
Cynthia Kula Senior Registered Client Service Associate

NGK Family Wealth Advisors of Raymond James

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Mary Lauritano, CFA® Managing Director, Private Wealth Advisor
Emmanuel Lelekis Financial Advisor
Edward
Colin Long, CFP® Vice President, Wealth Management View Website
Ashley
Ashley Matthews Registered Client Service Associate

Drop Consulting Group of Raymond James

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Michelle
Michelle Mauritz Senior Registered Client Service Associate View Website
Judson Mohan Jr. Registered Client Service Associate View Website
Natalia Morales Sr. Registered Client Service Associate
Gabrielle Newton Branch Operations Specialist
Janet
Janet Nichols, CFP® Managing Director

NGK Family Wealth Advisors of Raymond James

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Rachel
Rachel Nohlgren, CFP® Financial Advisor II

Mustard Seed Advisors of Raymond James

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Carsyn
Carsyn Norman Registered Client Service Associate
Richard
Rick Palmer, CFP® Vice President, Investments

Drop Consulting Group of Raymond James

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Laurie
Laurie B. Parker, AAMS® Practice Manager

NGK Family Wealth Advisors of Raymond James

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Melody
Melody Price Sr. Registered Client Service Associate
Katherine
Katherine Robertson Client Service Associate
Kimberly
Kimberly Smetana Senior Registered Client Service Associate

Mustard Seed Advisors of Raymond James

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Melissa
Melissa Keung, MBA Financial Advisor

Executive Consulting of Raymond James

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Tanya
Tanya Schiller Sr. Client Service Associate View Website
William
Will Taylor, CFP® Financial advisor

Founders & Partners Advisory Group

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Haskellene
Diane Edwards-Waldron Senior Registered Service Associate
Judy
Judy Wilson Client Service Associate View Website
Brady
Brady Christensen Financial Planning Consultant

NGK Family Wealth Advisors of Raymond James

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Danyell
Danyell Munassi, WMSTM Associate Vice President, Wealth Management

M | A Family Capital Partners of Raymond James

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Nicole
Nicole Castillo Registered Client Service Associate View Website
Omar
Omar De La Rosa Senior Investment Portfolio Analyst View Website
Alexis
Alexis Guilbeau, Senior Registered Client Service Associate
Alexis
Alexis Marie Zampell Client Service Associate

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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