Investor Access
 



 
 

About Us

financial advisor imageJames Barnette
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Branch Manager
james.barnette@raymondjames.com

Education:
Tennessee Technological University, BA
Boston University, MBA
Series 7, 24, 63, 65 & 51 licenses, Virginia Life and Health Insurance


Community Groups:
Member Sterling Rotary Club

financial advisor imageTim Hoffman
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
tim.hoffman@raymondjames.com
Visit Website

Education:
Series 7 & 66 licenses


financial advisor imageCatherine Ottaviano
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Cell: 732-692-4621
catherine.ottaviano@raymondjames.com
Visit Website

Previous positions held:
Financial Advisor, Dean Witter Reynolds
Market Claim Manager, Allstate Insurance
School Counselor, Canadian Academy


Education:
East Carolina University, MA
Montclair State, MA
Grove City College, BA


financial advisor imageLara Berner
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst
Financial Advisor
lara.berner@raymondjames.com

Previous positions held:
Vice President, Osprey Partners
Vice President, Fox Asset Management


Education:
University of Tampa, MBA
University of Michigan, BBA
Series 7. 24.63, 65 licenses, Virginia Life and Health Insurance


financial advisor imageJenn Donnelly
Office Manager
Registered Principal
jenn.donnelly@raymondjames.com

Previous positions held:
Registered Sales Assistant, Morgan Stanley


Education:
S.U.N.Y. Oswego, BS
Series 7, 66 & 24 licenses


financial advisor imageJackie Gentry
Registered Representative
jackie.gentry@raymondjames.com

Education:
Henderson State University, Arkansas, BBA
Oklahoma City University, MBA Finance
Series 7 & 66 licenses


Community Groups:
Member Beta Gamma Sigma

financial advisor imageJoan Confoy
Registered International Client Services Associate
Registered Principal
joan.confoy@raymondjames.com

Previous positions held:
Liberty Funds Group
-Compliance Administrator
-Sr. Tradng Operations Specialist
-Mutual Fund Accountant


Education:
Bently College, BS
Series 7, 63, 24 & 26 licenses


Community Groups:
NASD Dispute Resolution-Industry Arbitrator

financial advisor imageNick Pant
Registered Representative
nick.pant@raymondjames.com

Previous positions held:
Assistant, Fairfax Co. Tax Administration
Congressional Intern, Tom Davis R-VA


Education:
James Madison University, BBA
Double Major: Finance, Economics
Series 7 & 66 licenses, Virginia Life and Health Insurance


financial advisor imageKellie Schaffer
Client Service Associate
kellie.schaffer@raymondjames.com

financial advisor imageKyle Ottaviano
Client Service Associate
kyle.ottaviano@raymondjames.com

Previous positions held:
Intern, Merrill Lynch


Education:
Dickinson College, BA, International Relations
Graduate of Canadian Academy, Japan


financial advisor imageHanna Lange
Administrative Assistant
hanna.lange@raymondjames.com

Community Groups:
Member Sterling Rotary Club




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.

© 2008 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice




financial advisor image

James Barnette
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Branch Manager

46165 Westlake Drive
Suite 200
Sterling, VA 20165
Phone: 703-406-8440
Fax: 703-406-8441
Contact Us

Map & Directions