White & Luff FinancialAn Independent Firm

About Us

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Mallory White
Registered Investment Executive
Previous positions held:
Financial Advisor, Account Executive, Branch Manager-
Smith Barney and Principal Financial Securities, 1980-97
Public Relations/Industrial Development-
Tucson Chamber of Commerce 1971-75
H.O. Peet & Co., Kansas City, MO, 1966-71
Education:
B.S. Business Administration, Finance & Securities, 1966, S.M.U.
Graduate Studies, 1970-71, University of Arizona
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Carl Luff
CPA
Investment Advisor Representative
Branch Manager
Previous positions held:
Chief Financial Officer-
Davis Selected Advisors (Davis Family of Mutual Funds) 1984-97
Certified Public Account- 1977-84
Education:
B.S. Business Administration, 1977, Drexel University
Certified Public Accoutant, 1977-present **CPA services
are not provided by Raymond James.
Community Groups:
Director, United Way of Santa Fe
Director, Santa Fe Chamber of Commerce
Director, Communities in Schools New Mexico
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Carl Benanty
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment Advisor Representative
Previous positions held:
SVP, First National Bank of Santa Fe, 2001-06
SVP, New Mexico Educators Federal Credit Union, 1999-01
President, Goldenwest Investments & Securities (Del Norte Credit) 1994-99
VP, Fleet Bank, Hartford CT, 1968-94
Education:
Certified Financial Planner (CFP®), 1995 College for Financial Planning
Graduate Degree in Banking, 1984, University of Colorado
B.B.A. Finance Major, 1985, Western Connecticut State University
Community Groups:
Member, Santa Fe Chamber of Commerce
Member, Financial Planning Association
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Barry Gerst
Investment Advisor Representative
Co-Branch Manager
Previous positions held:
VP, UBS Financial (formerly Paine Weber), 1988-08
Financial Advisor, Edward D. Jones, 1987-88
Finacial Advisor, Malone & Assoc., 1986-87
Education:
B.S. Financial Advising, 1985, Purdue University
Community Groups:
Director, Santa Fe Centro Rotary Club
Director, El Castillo Retirement Residence
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Jill Enloe
Investment Advisor Representative
Previous positions held:
Fund Specialist, Davis Selected Advisors, 2007-2014
Real Estate Broker, Santa Fe, NM, 1999-2007
Education:
B.S. Business Administration, Finance Major, 1988, Washburn University
Community Groups:
Member, Santa Fe Chamber of Commerce
Marie Silverman
Financial & Investment Advisor, RJFS
Independent Satellite Office
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John Stafford
Client Services Specialist
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Nancy Tiano
Branch Operations Director, RJFS

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • Approximately 7,100 financial advisors
  • More than 2.9 million client accounts
  • Over 2,900 locations throughout the United States, Canada and overseas
  • Approximately $617 billion in total client assets
  • BBB1, positive outlook credit rating (S&P)

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 12/31/2016

1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.

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.

© 2016 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.

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White & Luff Financial
549 South Guadalupe
Suite 202
Santa FeNM 87501
Phone: 505-992-0601
Fax: 505-992-2839
Toll-Free: 800-998-8704
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC