About Us

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James Barnette
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Branch Manager
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
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Tim Hoffman
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Education:
Series 7 & 66 licenses
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Lara Berner
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst
Financial Advisor
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, Health & LTC Insurance
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Lori Frise
Financial Advisor
Education:
Series 7, Series 66, Virginia Life, Health & LTC Insurance
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Jenn Donnelly
Office Manager
Registered Principal
Previous positions held:
Registered Sales Assistant, Morgan Stanley
Education:
S.U.N.Y. Oswego, BS
Series 7, 66 & 24 licenses
Financial Advisor Image
Jackie Gentry
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Education:
Henderson State University, Arkansas, BBA
Oklahoma City University, MBA Finance
Series 7 & 66 licenses
Community Groups:
Member Beta Gamma Sigma
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JJ Jank
Financial Advisor
Previous positions held:
Financial Advisor, AXA Advisors
Consultant, Interactive Data
Financial Consultant, DuPont
Series 7 & 66 licenses, VA & CA Life and Health Insurance
Education:
New York University, MBA
Rutgers University, BA
University of California, Los Angeles
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Joan Confoy
Registered International Client Services Associate
Registered Principal
Previous positions held:
Liberty Funds Group
Compliance Administrator
Sr. Trading Operations Specialist
Mutual Fund Accountant
Education:
Bentley College, BS
Series 7, 63, 24 & 26 licenses
Community Groups:
NASD Dispute Resolution-Industry Arbitrator
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Jerry Guido
CERTIFIED FINANCIAL PLANNER™
Registered Representative
Education:
University of Maryland, BS Accounting
Georgetown University, Executive Certificate in Financial Planning
Series 7 & 66 licenses
Community Groups:
Dulles Rotary Club
Financial Planning Association
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Kellie Schaffer
Registered Representative
Education:
Series 7 & 66 licenses
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Hanna Lange
Administrative Assistant
Community Groups:
Member Sterling Rotary Club
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Vicky Ross
Registered Representative
Education:
University of Maryland College Park, BA

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 Financial Services, Inc., member FINRA / SIPC         Privacy Notice

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.

Financial Advisor Image
James Barnette CERTIFIED FINANCIAL PLANNER™ Financial Advisor Branch Manager
46165 Westlake Drive
Suite 200
SterlingVA 20165
Phone: 703-406-8440
Fax: 703-406-8441
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