Edward J. Moffitt

CERTIFIED FINANCIAL PLANNER™

Vice President, Investments

ed.moffitt@raymondjames.com

Prior to joining Raymond James & Associates in December of 2008, Edward  spent more than 11 years in Merrill Lynch's Global Private Client Group as a Vice President and Senior Financial Advisor. He joined Merrill Lynch in October of 1997.

After graduating from Worcester Academy, Moffitt attended Worcester Polytechnic Institute and received a B.S. in mechanical engineering.   He went on to attend Boston College's Carroll Graduate School of Business, and received his M.B.A. in finance in 1996. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2004, which is a certification awarded by the Certified Financial Planning Board of Standards. Moffitt is a member of the Boston Estate Planning Council and Financial Planning Association.

Moffitt has been involved with the Juvenile Diabetes Research Foundation, and is on the Board of Directors of the Greg Rice Foundation. Moffitt is a guest lecturer at the Boston College Carroll Graduate School of Business, speaking on various topics including investments, personal financial planning and industry trends.

Sarah Bonini
Client Service Associate
Toll-Free: 877-256-3780
sarah.bonini@raymondjames.com

Putting clients’ needs first is Sarah’s number one priority. Drawing on an interest in wealth management and a desire to work with people, she is dedicated to facilitating the financial planning process and building lasting relationships with each client.

Sarah attended Mount Holyoke College, where she earned a Bachelor of Arts in art history. Her financial services career began in 2003 as a personal banker with Citizens Bank of Massachusetts.

Born and raised in Feeding Hills, Massachusetts, Sarah currently lives in Westfield with her husband, Michael. She gives back to her community as a volunteer, leader and member of the advisory board of Massachusetts 4-H. In addition, she spent four years as a commissioner with the Agawam Sister City Commission and currently serves as a Massachusetts notary public.

Sarah devotes her spare time to horseback riding, kayaking, downhill skiing and singing.

Our Raymond James Home Office Team

Professionals based at our corporate headquarters, which I can leverage to enhance the services provided.

Susan Hartman, CFP® J.D.
Consultant, Financial & Retirement Services



As a member of the Raymond James Financial Planning Group, Susan Hartman is responsible for educational and technical financial planning support for Associates and Financial Advisors of the firm’s parent company Raymond James Financial, Inc. (NYSE-RJF). Ms. Hartman earned her BA in Finance from the University of South Florida in 1993, her JD from Stetson University College of Law in 2001 and her CERTIFIED FINANCIAL PLANNER^TM certification in 2004.

Jeffrey D. Fordham
Managing Director
Equity Services Group

Jeff Fordham joined Raymond James & Associates in 1993 as a syndicate senior deal captain. In this capacity, he was charged with the coordination and execution of both institutional and retail marketing and trading efforts. Mr. Fordham was appointed the Co-Head of Corporate & Executive Services in 2000 and has led the coordination and execution of our corporate clients’ common share repurchase programs, at-the-market offering executions, Rule 144 block placements, retail sales agency placements, and employee stock option exercise programs. In 2011 he became Head of Corporate & Executive services, and oversees both the equity services and wealth management teams for the department. Prior to joining Raymond James, Mr. Fordham served as a senior credit administrator with ITT Commercial Finance and was a Vice President of Corporate Lending with SunTrust and Southeast Banks. He received his B.S. degree with honors from the University of South Florida.

Jeffrey D. Saut
Managing Director and Chief Investment Strategist
Raymond James



Jeffrey Saut joined Raymond James in 1999 as one of the managing directors of research working with senior managing director Bob Anastasi. He also serves as the firm's Chief Investment Strategist. Previously, Mr. Saut was managing director of research at Roney & Co., Which was acquired by Raymond James & Associates. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leach, Inc. His responsibilities there included equity research, investment banking, institutional sales, and syndicate.

Private Wealth Management does not utilize a predetermined “model” in which to fit a client. They follow a disciplined, multi-step process to ensure that every client receives an institutional-quality portfolio carefully tailored to meet their individual objectives.

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