More than planners, partners

Our financial advisors offer the experience, perspective and knowledge of a seasoned professional team, but most important, we offer partnership. We believe in investing in your goals as if they were our own and helping you plan for life – and all its facets – as you see it.

Leadership Team

Stephen
Stephen F. Fricke Complex Manager
Charlene
Charlene T. Langford Branch Administrative Manager
Tanya Wandoff Branch Manager

Your Team Members

Julia
Julia Arrighi Financial Planning Consultant View Website
Jeffrey
Jeff Atlas, CFP® Managing Director

Saelzer Atlas Wealth Management Group of Raymond James

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Peter
Peter F. Avonda, CFP® Portfolio Manager

Silcox and Avonda Wealth Management

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Nancy
Nancy J. Goethel, CFP® Vice President, Investments

Nancy Goethel of Raymond James

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Vinny Grucza AAMS Senior Investment Portfolio Analyst

Saelzer Atlas Wealth Management Group of Raymond James

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David
David Lum, CFP®, CRPC®, AAMS®, CRPS® Managing Director

Lum Wealth Management Group of Raymond James

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Michael
Michael Piazza, AAMS® Senior Investment Portfolio Analyst

Lum Wealth Management Group of Raymond James

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Gerald
Gerald Saelzer Managing Director

Saelzer Atlas Wealth Management Group of Raymond James

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Peter
Peter H. Silcox, CPM® Managing Director

Silcox and Avonda Wealth Management

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Paul
Paul Stanislau, CPM® Senior Vice President, Wealth Management

Searchlight Wealth Management of Raymond James

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Joseph
Joseph S Jones IV Portfolio Manager

Joseph Jones of Raymond James

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Jacqueline
Jacqueline Burke, CFP® Senior Registered Client Service Associate

Saelzer Atlas Wealth Management Group of Raymond James

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Druann
Druann Carter Senior Registered Client Service Associate

Silcox and Avonda Wealth Management

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Amy
Amy DuBois Senior Client Service Associate

Saelzer Atlas Wealth Management Group of Raymond James

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Helen
Laurel Knapp Registered Client Service Associate

Silcox and Avonda Wealth Management

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Melissa
Melissa Larson Wealth Management Specialist ™

Silcox and Avonda Wealth Management

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Anthony
Anthony Losh, CFP®, CRPS™, CRPC™ Senior Vice President, Wealth Management View Website
Theresa
Theresa McMasters Senior Registered Client Service Associate

Lum Wealth Management Group of Raymond James

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Bonnie
Bonnie Morin Senior Client Service Associate
Louise
Louise E Nash Senior Registered Client Service Associate

Silcox and Avonda Wealth Management

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Katie
Katie Norris Senior Practice Marketing Associate

Saelzer Atlas Wealth Management Group of Raymond James

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Karen Glenton Senior Registered Client Service Associate

Searchlight Wealth Management of Raymond James

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Rene
Rene Quinones Registered Client Service Associate View Website
Dana
Dana Mainenti Senior Practice Marketing Associate

Lum Wealth Management Group of Raymond James

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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.

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

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

 

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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