For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.
While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority, so your phone calls may be routed to our mobile numbers or Raymond James’ corporate offices.
If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.
Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access. You can also update your document delivery preferences to reduce the paper mail you receive.
Bedminster Branch
350 Main Street, Suite 5
Bedminster, NJ 07921
T: 855.577.4395
F: 908.470.4099
T: 908.470.4203
Map & Directions
You’ll find the resources of a national leader right here at home
When it comes to your financial future, there's nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting that support with the insight and experience of a hometown team.
You’ll find both at the Bedminster, New Jersey, branch of Raymond James – everything you need to plan for where you’re going and a team of professionals who know exactly where you're coming from.
Richard Fontana, CFP®
Senior Vice President, Investments | Financial Advisor
Mark Leonhard, CFP®
First Vice President, Wealth Management | Financial Advisor
Christopher Wagner
Vice President, Wealth Management | Financial Advisor
Marcus Tomaino
Financial Advisor
Alison Meyer
Financial Advisor
Shannon Butler
Senior Registered Client Service Associate
Sandy Yates
Senior Registered Client Service Associate
Susan Hobson
Client Service Associate
Karen Fontana
Practice Marketing Associate
John Coyle
Branch Operations Manager
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.