Trusted financial guidance you can always count on
The formation of a team in 2023 by Alan Lazzara and James Yonker was a perfect match to serve the diverse and expanding needs of their respective clients.
Alan and James are dedicated financial advisors with more than 60 years of combined wealth management, investment analysis, portfolio construction and financial planning experience. It is this strong foundation that allows them to cater to the needs of clients that are seeking a professional wealth management experience covering all aspects of their financial lives.
Supporting this pursuit of excellence are the combined efforts of who we believe to be two of the very best in the business, Leah Baker and Megan Berning. Senior Registered Client Service Associates, they are responsible for the onboarding of new clients, operational servicing of all client needs, trade execution and much more to ensure the efficient day-to-day running of the practice.
Lazzara Yonker Wealth Management of Raymond James is a dynamic team working together, applying their diversified strengths and decades of experience to the financial goals in your life.
The team is dedicated to delivering an exceptional client experience and a concierge level of attentive service while holding dear to the time-honored value that is the foundation of their formation; a conservative approach to investing and a commitment to putting the client first.
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.
