Paul Tully | Steffanie Tyska | Chris Tully |Raymond James

Paul J. Tully, CFP®
Financial Advisor, RJFS

Paul Tully, a Certified Financial PlannerTM professional and Raymond James registered principal, specializes in providing clients with comprehensive wealth management, retirement and investment planning services.

Paul has assisted area families and businesses in the accumulation and preservation of capital since 1975. In 1989, Paul envisioned creating a fee-based, independent financial planning firm that would serve as an alternative to the traditional bank, brokerage and insurance firms. Today, that vision has resulted in Paul joining Raymond James Financial Services, Inc., a comprehensive financial planning firm that allows Paul to focus on retirees, professionals, and their families, who are seeking a long-term financial planning relationship.

In 1981, he contributed two chapters on retirement and executive benefit planning to the book Strategic Planning and Control Techniques for Profit by Dr. Robert E. Pritchard and Bruce M. Bradway.

An active member of his community, Paul serves on the following boards:

ORGANIZATION POSITION
Rowan University Foundation Board Member
The Bank Board Member
Gateway Regional School District Board Member, Vice President
Rowan University, Rohrer Business School Advisory Board Member

 

Paul also has served the following community organizations:

 

ORGANIZATION POSITION
Underwood Memorial Hospital Foundation Chairman
Wenonah Athletic Association President
Southern New Jersey Boy Scouts District Chairman

 

A graduate of Rowan University, Paul holds a bachelor’s degree in business management.



Steffanie A. Tyska
Financial Advisor, RJFS

A member of the Eagle Wealth Strategies team since 2002, Steffanie Tyska provides the group’s clients with financial reports and evaluations. She is also responsible for researching investments, conducting client portfolio reviews and developing asset allocation strategies.

Steffanie holds a bachelor’s degree in finance from Rowan University, a Series 7 general securities license, and life and health insurance licenses in the state of New Jersey. In addition, she is currently studying to acquire her Certified Financial PlannerTM designation.

Steffanie is an active participant in the American Cancer Society’s Relay for Life, helping to raise funds for cancer research and prevention.

Chris Tully
Financial Advisor, RJFS

Joining Eagle Wealth Strategies in December 2006, Chris has worked in the investment industry for the past three years as both an analyst and advisor. Previous positions include working as a manager analyst in the asset management division of Raymond James’ international headquarters and as a financial advisor with a major southeastern bank. Chris is responsible for researching and monitoring our asset management clientele and has also developed a program for socially responsible investing.

Chris holds a bachelor’s degree in finance from Virginia Tech, Series 7 general securities license, Series 26 variable contracts license, Series 66 uniform state law registration, and life and health insurance licenses in the state of New Jersey. In addition, he is currently studying to acquire his Certified Financial PlannerTM designation.

Our Team

Top row: Erin Conaway, Jessica Hauser
Bottom row: Christopher Tully, Paul Tully and Steffanie Tyska

About Raymond James

Our team's expertise is complemented by the vast resources of Raymond James - one of the nation's premier investment firms. Through our affiliation, we have direct access to professionals in its Alternative Investments Group, Financial and Retirement Planning Department, and Raymond James Trust Company, making it possible for us to offer clients exclusive investment alternatives and services designed specifically with your needs in mind.

Raymond James allows us to receive support from an industry leader while retaining the independence to develop our client relationships how we see fit. That means offering professional advice and services with you as our priority. It also means we can utilize relationships with multiple professional partners to help bring all the facets of your life under one organized, succinct plan. The extensive networks we've built over the years are what enable us to bring institutional-type services to private companies and families.