Partnering with clients to define and help achieve generational success.

Pursuing your ambitions begins with a plan and an experienced guide.

At Catamount Financial Advisors of Raymond James, planning is the foundation of our client engagement. We believe you deserve a partner that will continually seek to understand all the facets of your business, career, family and retirement goals.

When selecting a financial planner to manage your capital, we believe you should also have a family office there to orchestrate the team of professionals that support your business, estate, and trust planning needs. The Catamount team seeks to deliver the global resources of Raymond James to help propel your professional and personal ambitions for generations.

We partner with you to design a plan that encompasses your business needs and your personal, family and legacy goals, with a focus on tax mitigation.
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We’ll plan for today and future generations, creating a clear vision for the pursuit of your goals as we help you navigate your cash flow needs, including tax mitigation strategies.
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From corporate stock benefit programs to tax mitigation, all the way to the efficient transfer of wealth, we support your objectives with strategies tailored for the C-suite.
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Your Family Office

Ryan Bartley
Ryan Bartley, CEPA®
Managing Director
Alex Bryan
Alex Bryan, CFP®
Senior Vice President, Investments
Michael MacConnell
Michael P. MacConnell, MBA, CEPA, AAMS®
Financial Advisor
Mike Brock Headshot
T. Michael Brock, MBA
Financial Advisor
Patti Steffens
Patti Jo Steffens, AAMS®, FPQP™
Practice Business Manager
Tina Noel
Tina Noel
Senior Service and Marketing Associate
Bio Headshot Alex White
Alex White
Registered Client Service Associate
"Arriving at one goal is the starting point to another."
John Dewey

Information & insight

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Business Ownership
Review the latest Weekly Headings by CIO Larry Adam.
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Get experienced insight For the exit and beyond

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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