Our team is ready to tailor a unique program to meet your school’s needs and designed to maximize your school’s assets. Contact us by phone, e-mail or fax:
AISA, AASSA, MAIS Regions
James T. Barnette, Jr. CFP®
Branch Manager
Raymond James Financial Services
46165 Westlake Drive, Suite 200
Sterling, Virginia 20165
Toll-Free: 800-356-5585
Phone: 703-406-8440
Fax: 703-406-8441
E-mail: James.Barnette@RaymondJames.com
NESA Region
Timothy Hoffman, CFP®
Raymond James Financial Services
46165 Westlake Drive, Suite 200
Sterling, Virginia 20165
Toll-Free: 800-356-5585
Phone: 703-406-8440
Fax: 703-406-8441
E-mail: Tim.Hoffman@RaymondJames.com
EARCOS Region, ECIS and CEESA Regions
Lara W. Berner, CFP®
Raymond James Financial Services
46165 Westlake Drive, Suite 200
Sterling, Virginia 20165
Toll-Free: 800-356-5585
Phone: 703-406-8440
Fax: 703-406-8441
E-mail: Lara.Berner@RaymondJames.com
Support Staff Serving Our Clients Around the Globe
Joan Confoy
International Client Service Liaison
Registered Representative, RJFS
E-mail: Joan.Confoy@RaymondJames.com
Jennifer Donnelly
Office Manager
Registered Representative, RJFS
E-mail: Jenn.Donnelly@RaymondJames.com
Jackie Gentry
Financial Advisor, RJFS
E-mail: Jackie.Gentry@RaymondJames.com
Nikhil Pant
Registered Representative, RJFS
E-mail: Nick.Pant@RaymondJames.com
Kellie Schaffer
Registered Representative, RJFS
E-mail: Kellie.Schaffer@RaymondJames.com
Hanna Lange
Client Service Associate
E-mail: Hanna.Lange@RaymondJames.com
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.