Sarasota Branch

National strength, local spirit

When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing that support comes with the insight and experience of a hometown team.

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Welcome to the Sarasota Branch, where we put clients exactly where they belong – first.

We are financial advisors who put clients first, backed by a firm that does the same.

At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.

At a Glance

Staying Power

Raymond James has delivered 147 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors
$1.57 TRILLION in Client
Assets

* As of 9/30/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

In 1962, a different kind of financial services firm was founded.

Get to know Raymond James.

About Us

Our History

Photo: Bob James, Founder of Raymond James

Get to know the Raymond James story.

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Get to Know Our Firm Leaders

Photo: Tom James, Chairman of the Board, and Paul Reilly, Chairman and CEO, Raymond James Financial

These broad-ranging interviews focus on the role of Raymond James leaders in the industry and the growth of the company as a whole.

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Sarasota Branch

Meet Our Team

Pamela

Pamela McComas,

CFP® Complex Manager
Crystal

Crystal T. Gil

Branch Operations Manager
Justin

Justin Fornataro

Senior Vice President, Wealth Management CERTIFIED FINANCIAL PLANNER™
Paul

Paul Alegi,

CRC Vice President, Wealth Management

Sandra Wagner

Complex Administrative Manager
Elizabeth

Beth Green,

CFP® Financial Advisor

David Hart

Senior Client Service Associate
John

John Hoffman,

CFP®, RICP® Financial Advisor
Richard

Richard Stern

Managing Director
Thomas

T.J. Goelz,

WMS® Senior Vice President, Investments
Jeffrey

Jeffrey Stern,

CFP® Senior Vice President, Wealth Management
Dean

Dean D. Dancer

Senior Vice President, Investments

Gustav Fingado,

CFP® Senior Vice President, Investments
Stanwood

Chandler Sweetser,

CFP® First Vice President, Investments
Jeffrey

Jeffrey

Nydick First Vice President, Wealth Management
Steven

Steven Grossman

Vice President, Wealth Management
Jose

Joe Malave,

CFP® Vice President, Investments
Marc

Marc L. Kanoff

Financial Advisor
Michael

Mack Dancer,

AAMS® Financial Planning Consultant
Pamela

Pamela

Miller Senior Registered Client Service Associate
Blake

Blake

Caldwell Financial Advisor
Joann

Joann

Carrigan Senior Client Service Associate
Cindy

Cindy

Silipo Senior Client Service Associate
Russell

Russell A. Skibicki,

CFP® Financial Advisor
Jared

Jared Sweetser

Financial Advisor
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Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

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Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

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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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