Having joined Raymond James & Associates in 1993, we formed our partnership in the fall of 1998.
Each of us joined Raymond James because we were impressed by the tools and support available for us to provide the highest level of financial advice to our clients. From its financial planning roots, Raymond James has evolved into one of the nation's premier investment firms.
Our decision to become partners occurred after working together for several years. We recognized that each of our individual strengths and our combined 35 years of experience complimented the other.
In short, John's research and analytical background allows us to better understand and interpret the financial quality of individual stocks and bonds. Brian's financial planning experience keeps the partnership appraised of the ever-evolving retirement, estate, and tax law changes*. Backed by the resources available through Raymond James, we believe we have the best team available to our customers. Our clients benefit from our combined experience, plus the team of professionals in the Raymond James Trust Company, the Financial Planning, and Retirement Plan Consulting Departments.
Thus far, our current clients have overwhelmingly affirmed our partnership. They appreciate having two experienced individuals, backed by the team of Raymond James & Associates' professionals, monitoring their investments and helping them reach their financial goals.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions presented herein, as Financial Advisors of Raymond James we are not qualified to render advice on tax or legal matters.
Brian is a member of the Raymond James Financial Advisor's Council and is a Retirement Plan Consultant. Prior to joining Raymond James & Associates in 1993, he was a vice president with Ferris, Baker, Watts Inc. for 9 years. Previously he worked with Fidelity Investments.
He earned his Certified Financial Planner™ certification from the College of Financial Planning in 1994 and is a 1981 graduate of Colby College in Waterville, Maine, where he earned his bachelor's degree in Administration Sciences. Originally from Boston, Brian now resides in Alexandria, VA, with his wife, Missy, and their two children. He is active in his community as President of the St. Stephen's and St. Agnes School Fathers’ Club, baseball coach for the Alexandria Little League – as well as the Alexandria All Star team, past Chairman and current Finance Committee member for the University Club of Washington, DC and member of the Alexandria Youth Sports Advisory Board. Brian is an avid sailor and has participated in several Newport-Bermuda and Annapolis-Newport races, as well as the North American and World Championship series.
John joined Raymond James & Associates in 1993 after seven years with Ferris, Baker Watts Inc., where he was an equity research analyst and managed individual portfolios. He started his career as research analyst for a regional portfolio manager in Cincinnati, Ohio. John earned his bachelor's degree in finance from Xavier University in 1986. A native Washingtonian, John lives in Brookeville with his wife, Amy, and their children; Allie, Matt and Zack. He is active in a number of community organizations in the Olney/Brookeville area and a former Board member and Citizen of the Year (2003 and 2005) of the Olney Boys & Girls Community Sports Association.
John has earned the designation of Wealth Management Specialist (WMS) and has continued his education through the Raymond James Trust School and the Raymond James Financial Planning Program.
Baraka started with Raymond James in 2004 as the Operations Specialist in the Washington, DC office, was promoted to our team in 2007 and received her Series 7 in 2008. She provides client service and account administration. Baraka is responsible for handling all scheduling, incoming/outgoing cash, account transfers and setups as well as day-to-day communication with clients. Baraka resides in Waldorf, MD with her husband, Joseph, and their two children.
Location
We are conveniently located near the 17th Street entrance of Metro’s Farragut West Metro (Orange and Blue Lines) at 1717 Pennsylvania Ave N.W. on the 10th floor. Several parking garages are also available in the area. Metered street parking is available between 9:30 a.m. and 4 p.m. If you plan to drive, please contact John or Brian for specific directions.
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.