About Us

Financial Advisor Image
Angel W. Bardeche, ChFC, CDFA
Chartered Financial Consultant
Financial Advisor
Direct: 513-287-6760
Previous positions held:
Financial Advisor, Morgan Stanley
Education:
Northern Kentucky University, BS Finance
University of Cincinnati
Community Groups:
Member Cincinnati Chamber of Commerce
Member Clermont County Chamber
Member Alliance Francaise de Cincinnati
Financial Advisor Image
Lauren Palacio Becerra
MBA
Operations Manager
Direct: 513-287-6747
Previous positions held:
Registered Client Service Associate, Raymond James
Registered Client Service Associate, Fifth Third Securities
Education:
Miami University, Bachelor of Science in Business (Finance & Accounting Maj
Xavier University, Master of Business Administration
Community Groups:
ArtsWave
Cincinnati Ballet
Cincinnati Catholic Inner-City Schools Education Fund (CISE)

About Raymond James

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 6,500 financial advisors
  • 2.4 million client accounts
  • 2,600 locations (United States, Canada and abroad)
  • $372 billion in client assets
  • $38 billion managed by its subsidiary asset managers

Raymond James Financial was 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.

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 your local Raymond James office for information and availability.

© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement

Financial Advisor Image
Angel W. Bardeche, ChFC, CDFA Chartered Financial Consultant Financial Advisor
255 East Fifth Street
Suite 2210
CincinnatiOH 45202
Phone: 513-287-6777
Fax: 513-287-6788
Toll-Free: 800-474-5607
Direct: 513-287-6760
Contact Us