Celebrating the distinct culture of each community we serve.

In every office across the Delaware Valley complex, you’ll find the distinct culture of the community it serves. You’ll also find a shared sense of collaboration that prioritizes your success and that of your clients. We invite you to learn more about our branches below. Then take the next step by allowing us to give you a more personal introduction to Raymond James.

120

financial professionals

11

office locations

$18 billion

AUM as of 12/31/22



Philadelphia Allentown Newtown Devon Doylestown Conshohocken Jenkintown

M. ANTHONY BARRETT

Managing Director – Wealth Management
Complex Manager – Delaware Valley Complex, Maryland & Chesapeake

MATTHEW T. PRUITT

Sr. Vice President, Investments
Branch Manager, Doylestown, PA

DENISE CLARK

Complex Administrative Manager


MARYELLEN BRADY

Complex Business Coordinator


JOHN BORZI

Branch Manager, Conshohocken, PA

KELLY MCLEAN RINDOCK, CFP®, CLTC

First Vice President, Wealth Management
Branch Manager, Allentown, PA

MIKE CASEY

Vice President, Investments
Branch Manager, Devon, PA

DAN JONES

Branch Manager, Jenkintown, PA

ROBERT KENNEY

Branch Manager, Philadelphia, PA

SEAN DEMING

First Vice President, Wealth Management
Branch Manager, Newtown, PA

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.

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.

 


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