Edward J. Barry is an investment advisor with over twenty five years of experience working with individuals and businesses, specializing in fee-based money management . He also provides a full range of services including, retirement planning, fixed income, insurance and educational needs, all to assist you in achieving your financial needs. Ed understands that not all investors have the same needs, and he will carefully evaluate your personal goals to determine a proper investment strategy.
Ed is very active in the community, serving as a member In the CT Department of Homeland Security and Emergency Management Urban Rescue Unit, U.S. Coast Guard Station New London, U.S. Coast Guard Auxiliary, former Windsor High School Varsity Ice Hockey Coach and past president of the Windsor American Little League.
Anthony J. Braico has been guiding clients through the complexities of financial planning since 1986. He believes that successful investing begins with a clear understanding of the client's financial needs and objectives as well as his or her tolerance for risk. Then Tony can tailor an investment strategy that is consistent with the client's goals.
Tony is involved in many local community organizations. He is the past president of Avon UNICO. He also was a member of the Avon Lions Club, the Avon High School Booster Club, the Avon Town Special Olympics Committee.
Craig F. Buhrendorf has been helping clients and their families reach their financial goals since 1995, concentrating on wealth preservation, retirement planning and education funding. Before coming to Raymond James in 2009, Craig spent 14 years at Smith Barney in Hartford. He is a graduate of Lehigh University in Bethlehem, Pennsylvania.
Craig holds Series 7, 63, & 65 securities licenses and is registered in Connecticut, Rhode Island, Massachusetts, Maine, New York, North Carolina and Kansas. He also holds Life, Accident & Health and Variable Annuity Insurance licenses.
Craig has been very active in the Avon and greater Hartford communities. He has served on the Board of Directors for the United Way of the Capital Area and is past president of the Avon United Fund. He is past president of the Rotary Club of Avon-Canton and is currently serving as Chair of the Club’s Investment Committee and Chair of the Club’s annual food and wine fundraiser. He previously served as Co-Chair of the Club’s student exchange program. Craig is a former member of the Investment Committee for the Asylum Hill Congregation Church. In Avon, Craig serves on the Membership Committee for the Chamber of Commerce.
Craig and his wife Jeane live in Avon. Craig’s hobbies include international travel, hiking, gourmet cooking, and spectator sports.
Diane follows a disciplined process in developing a comprehensive plan that identifies and addresses her clients' specific needs and objectives. She takes a holistic view of her clients overall financial situation and works with them to put a plan in place that is designed to meet both their short and long term financial goals.She is diligent in understanding the specific situations of the people she works with; thereby being able to help her clients quantify their goals and assess their tolerance for risk relative to their goals. She then evaluates her clients' current state of affairs, makes appropriate recommendations and develops a customized strategy. Diane monitors her clients' progress, meets with them regularly and addresses any changes in their objectives.
Diane holds Series 6 and 7 (General Securities) licenses, as well as a Series 66 (StateLaw) license. She also has a Series 26 (Branch Supervisory) license. She is a Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA) and is licensed to sell life insurance, long-term care insurance, and annuities. She received her MBA and BS in Finance and Economics from the University of Hartford.
She has worked in the financial services industry for over twenty five years. She is a life long resident of West Hartford, an ambassador with the West Hartford Chamber of Commerce, and a member of the Central Connecticut Women's Forum, The Suburban Woman's Club of West Hartford, the Avon and Simsbury Chamber of Commerce, The Exchange Club of Farmington and the Human Resource Association of Central Connecticut.
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.