James Wallisch

About Us

Financial Advisor Image
James Wallisch
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Registered Investment Advisor Representative
Previous positions held:
Portfolio Manager, Scudder, Stevens, and Clark
Human Resources Consultant, The Hay Group
Education:
UCLA Graduate School of Management, Masters Finance/Accounting
Princeton University, BS Engineering
Community Groups:
FC Youth Foundation, President Board of Directors
Pittsburgh Field Club, Board of Directors
FC Baseball/Basketball Assoc., Board of Directors
Paul Rudoy
CPA/PFS
Financial Advisor
Heather Golden
Director of Client Relations
Debbie Julian
Receptionist

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 Wallisch CERTIFIED FINANCIAL PLANNER™ Financial Advisor Registered Investment Advisor Representative
1330 Old Freeport Road
Suite 2B
PittsburghPA 15238
Phone: 412-967-9272
Fax: 412-967-9474
Toll-Free: 800-989-9272
Contact Us