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.


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 Hackensack, 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.

Our Team

Christopher J. Leavy
Christopher J. Leavy
Complex Manager
Gary Rosen
Gary Rosen
Managing Director
Daniel Kramer
Daniel Kramer
Managing Director
Joseph M. Andreoli Jr.
Joseph M. Andreoli Jr.
Managing Director
John Coyle
Branch Operations Manager
Robert Kikin
Robert Kikin
First Vice President, Investments
Greg Lvov
Greg Lvov
First Vice President, Investments
Diana Sodano
Diana Sodano, AWMA
Financial Advisor
Kara Weir
Kara Weir
Sr. Registered Client Service Associate
Frank Martello
Sr. Client Service Associate

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.