About Us

We are located conveniently off I-590 at the Winton Road exit. Turn south onto Winton Road (left from I590 southbound; right from the northbound lanes). Turn right at the second traffic light, then left into Meridian Centre Office Park. Building 100 is immediately on your right.




David Merzel
Vice President, Investments

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • Approximately 6,800 financial advisors
  • More than 2.8 million client accounts
  • Over 2,800 locations throughout the United States, Canada and overseas
  • Approximately $535 billion in total client assets
  • 21% total capital ratio – over 2x regulatory requirement
  • BBB, positive outlook credit rating (S&P)

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 6/30/2016

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.

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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.

David Merzel Vice President, Investments
100 Meridian Centre Blvd.
Suite 150
RochesterNY 14618
Phone: 585-274-5000
Fax: 585-442-1033
Toll-Free: 888-846-7894
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