Westport Branch

Planning every part

We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.

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Welcome to the Westport 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

Westport Branch

Meet Our Team

Jeffrey

Jeffrey T. Zelin

Complex Manger
Monika

Monika

Caulfield Senior Client Service Associate
Katherine

Katherine

Clarke Senior Registered Client Service Associate
David

David R. Craw

Senior Vice President, Investments
Davis

Davis

Craw, AAMS® Financial Advisor
Maria Jesus

Maria Fraile,

MBA Financial Advisor
Matthew

Matthew Garnett,

CFP® First Vice President, Investments
Mary Jo

Mary Jo

Nichols Senior Registered Client Service Associate
Sean

Sean P Kilbride

Associate Vice President, Investments
Max

Max

Needham, AAMS™ Financial Advisor
Lawrence

Lawrence Scharf,

AAMSTM Senior Vice President, Investments
Fran

Fran Scharf

Practice Marketing Associate
Jamie

Jamie

Tobins Senior Registered Client Service Associate
Ronald

Ronald

Vaill
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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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