You’ll have the resources of a national leader to support you in serving your clients

When it comes to your practice, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Carillon Point, Washington, branch of Raymond James, you’ll find exactly that – plus a team of home office associates dedicated to helping you serve your clients and build your business.

Our Team

  • Jeff Mallula
    Jeff Mallula
    Complex Manager, Senior VIce President
  • Denise Leong
    Denise Tanaka, MBA, CPWA®, CPFA®
    Senior Financial Planning Consultant
  • Curtis Young
    Curtis Young, CFP®
    Vice President, Investments
  • LeeAnn Huggins
    LeeAnn Huggins, CFP®
    Vice President, Wealth Management
  • LeeAnn Huggins
    Daniel Suh
    Vice President, Wealth Management
  • LeeAnn Huggins
    John Gusu
    Financial Advisor
  • Patty Howell
    Senior Client Service Associate
  • Erika Tusnadi
    Erika Tusnadi
    Senior Client Service Associate
  • Jess Salisbury
    Vice President - Investments
  • Lane Mallula
    Lane Mallula
    Financial Advisor
  • Brooks McCartney
    Brooks McCartney, AIF®, AAMS™
    Financial Advisor, AVP
  • Jack Fisher
    Client Service Associate
  • Donna Moon
    Complex Administrative Manager
  • Marissa Murray
    Marissa Murray
    Branch Administrative Manager
  • Scott Settle
    Vice President, Wealth Management
  • Brittany Settle
    Sr. Client Service Associate
  • Barrett Henry
    Financial Advisor
  • Alan Leung
    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.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®”, "CPWA®", “Certified Investment Management Analyst®” and “Certified Private Wealth Advisor®.” Use of “CIMA®”, "CPWA®", “Certified Investment Management Analyst®” or “Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.