Rick Hartman Branch Manager Senior Vice President, Investments
401 E. City Avenue
Suite 700
Bala CynwydPA 19004
Phone: 610-771-0115
Fax: 610-771-0125
Toll-Free: 800-657-8969
Contact Us

About Us

William Bredt
AAMS
Senior Vice President, Investments
Wealth Management Specialist
Barry H. Bredt
Senior Vice President, Investments
Mike Casey
Vice President, Investments
Victor Cozzone
Financial Advisor
Ray Gutowski
First Vice President, Investments
Rich Greenwald
First Vice President, Investments
Adrian Gherca
Financial Advisor
Rick Hartman
Branch Manager
Senior Vice President, Investments
Ken Mayer
Vice President, Investments
Norman Nelson
Senior Vice President, Investments
Wealth Mgmt Specialist/Retirement Plan Consultant
Duane Peoples
Financial Advisor
Marc Rudofker
Vice President, Investments
Michael Sabatino
CFP®
Financial Advisor
Mark Steinman
Associate Vice President, Investments
Tom Walrond
Complex Manager PA/NJ
Senior Vice President, Investments

Alyson Frank
North Atlantic Complex Administrative Manager
alyson.frank@raymondjames.com

Maryellen Brady
Sales Associate
Susannah Conicello
Registered Sales Associate
Lynn Doerr
Registered Sales Associate
Geoffrey Krampe
Registered Sales Associate
Melanie McGinn-Haury
Registered Sales Associate
Donna Nowacki
Cashier
Branch Technical Liason
Kevin Sierra
Intern

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.

 
Professionally Speaking

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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