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

Alp
Alp Onder Complex Manager

Onder Legacy Advisors of Raymond James

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Lucy
Lucy Palms Senior Branch Operations Manager
Gabriella
Gabriella Morolli Branch Administrative Manager

Wealth Point Management Partners of Raymond James

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Your Team Members

Xhesika
Xhesika Agolli Client Service Associate
Anthony
Anthony Agosta, CFP® First Vice President, Investments View Website
Colleen
Colleen Alcala Senior Client Service Associate
Andrew
Andrew Bageris Financial Advisor

WealthPoint Management Partners of Raymond James

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Nicholas
Nick Bageris Investment portfolio Associate

Wealth Point Management Partners of Raymond James

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William
William Burmeister, ChFC® Associate Vice President, Wealth Management

Tenured Wealth Management of Raymond James

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Mark
Mark Corbin Associate Vice President, Investments View Website
Lyndon
Lyndon L. Davis Senior Vice President, Investments

Lyndon Davis Private Wealth Management of Raymond James

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Mark
Mark Forsthoefel Vice President, Investments
Timothy
Timothy A. Godin Managing Director, Investments

Godin Wealth Management of Raymond James

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Jay
Jay Hack, MBA Senior Vice President, Investments

Hack Wealth Management of Raymond James

Paul
Paul Hack Senior Vice President, Investments
Jamie Howells Associate Vice President, Wealth Management
Jennifer
Jennifer Janson Senior Registered Client Service Associate
Linda
Linda Keyanchuk Senior Client Service Associate
Andrea
Andrea Kotch Duda, CFP® Senior Vice President, Investments

Duda Wealth Advisors of Raymond James

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Valentine
Valentine Koch, WMSTM AMP-Financial Advisor

Hack Wealth Management of Raymond James

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Jo-Ann
Jo-Ann MacWilliams-Wolf, AIF® Senior Vice President, Investments

MacWilliams-Wolf Wealth Management Team of Raymond James

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Hunter
Hunter MacWilliams AMP-Financial Advisor

MacWilliams-Wolf Wealth Management Team of Raymond James

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Dylan
Dylan McEvilly Registered Client Service Associate
Angela
Angela McCoy Senior Client Service Associate
Erold
Erold Merko, CRPC® Senior Vice President

Tenured Wealth Management of Raymond James

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Brandon
Brandon Mohawk AMP-Financial Advisor View Website
Donald
Don Nadeau, WMSTM Senior Vice President, Investments

Wealth Point Management Partners of Raymond James

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Betty
Betty Napier Vice President, Investments
Matthew
Matthew Oliver Senior Registered Client Service Associate
Shelly
Shelly Oliveira Senior Client Service Associate
Evan
Evan Onder Associate Vice President, Wealth Management

Onder Legacy Advisors of Raymond James

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Kelly
Kelly Petrocella, CFP® Associate Vice President, Investments View Website
Kimberly
Kim Piacentini Senior Registered Client Service Associate
Morag
Morag Rourke Senior Client Service Associate
Joan
Joei Scarantino Senior Client Service Associate
Giovanni
Giovanni Volpe Vice President, Investments
Leonard
Leonard Weiss Senior Vice President, Investments

Weiss Wealth Management of Raymond James

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Lowell
Lowell Weiss, J.D. Senior Vice President, Investments

Weiss Wealth Management of Raymond James

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Samara
Samara Yeldo Senior Client Service Associate
Lawrence
Larry Zebko Senior Vice President, Investments View Website

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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