Raymond James Welcomes New York advisor duo managing over $300 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Katrina Consiglio, CRPC™, and Kristen Mahan, CFP®, CRPC™, ADPA®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Bill Drew, New York-New England regional director for RJA.
As co-founders of Consiglio Mahan Wealth Management of Raymond James, the advisors provide comprehensive wealth management to a variety of clients, including families and individuals, business owners and those in or nearing retirement. They are joined by practice business manager Julia Wittmann CRPC®, AAMS™, MBA and client service associate Caroline Versaci in Latham, New York. The team arrives from Wells Fargo where they previously managed over $300 million in client assets.
“Our clients have always been our top priority, so it’s essential to partner with a firm that not only respects those relationships, but also gives us the freedom to serve their financial needs with greater flexibility. We found that in Raymond James,” said Consiglio, managing director. “What first drew us to the firm was its culture, the support from leadership and its strong commitment to putting the advisor-client relationship first. As we moved further through the due diligence process, it became increasingly clear that Raymond James felt like the right fit – like home. We’re confident that our clients will feel the difference too, in both the firm’s culture and the level of service, as we leverage its modern technology and extensive resources to elevate their experience.”
Consiglio brings over 26 years of financial services experience to the practice, most recently serving at Wells Fargo since 2000. A graduate of State University of New York at Albany, she holds a Bachelor of Arts in psychology and an MBA in addition to her Chartered Retirement Planning Counselor™ designation. She was named a Forbes Top Women Wealth Advisor in 2020 and 2021, and a Forbes Top Best-in-State Women Wealth Advisor from 2022 to 2025. She was also named a Top Wealth Advisor Mom by Working Mother/SHOOK Research in 2020 and 2021.
As first vice president of investments, Mahan’s 15 years of experience as a financial advisor is backed by her professional certifications as a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning Counselor™ and Accredited Domestic Partnership Advisor™. She is a graduate from the State University of New York at Albany with a bachelor’s degree in finance and management.
“We are happy to welcome Katrina, Kristen, Julia and Caroline to Raymond James. Their decision underscored the strength of our advisor-focused platform,” said Drew. “They make an excellent addition to our presence in the Northeast.”
About Raymond James Financial Services
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of May 31, 2025. Additional information is available at raymondjames.com.
Awards won at previous firm.
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is based upon the period from 9/30/19 to 9/30/20 and was released on 3/24/21. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.
The Forbes ranking of America’s Top Women Best-In-State Wealth Advisors , developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.
SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Time period upon which the rating is based is from 03/31/2020 to 03/31/2021, and was released on 10/12/2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.shookresearch.com
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.