Winter Park 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 Winter Park 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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Winter Park Branch

Meet Our Team

John

John Quigley,

AIF® Branch Manager
Karrie

Karrie L. Verduin

Branch Administrative Manager
Lynette

Lynette Ancona,

CFP® Senior Vice President of Wealth Management
Mauricio

Mauricio Ricardo Cárdenas

Senior Vice President of Investments
Bryant

Bryant

Carpenter, CFP® Financial Advisor
Lewis

Eddie Fisher,

RICP® First Vice President, Investments
Allen

Newton Jones,

CIMA® Financial Advisor
Brian

Brian Kelley,

AAMS® Financial Advisor
Timothy

Tim Kelley

Vice President, Investments
Matthew

Matthew Louis Kreisler,

AAMSTM Senior Investment Portfolio Analyst
Danielle

Danielle Di Vito Krise,

CFP® Vice President, Wealth Management
Michael

Michael T Krise,

CFP® Associate Vice President, Wealth Management
Michael

Michael Zizmer,

CFP® 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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