• William R. Dagistino, CFP®

    Senior Vice President, Financial Advisor

With the knowledge that comes with more than 33 years of experience in the financial services industry, Bill Dagistino helps investors navigate the myriad of available investment options with a high level of service and a personal commitment. 

From financial planning to comprehensive portfolio management, Bill’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.

At Raymond James, Bill has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Bill joined Raymond James in 2019 after 28 years with Morgan Stanley. He is a graduate of Lafayette College and received a degree in Government & Law with a minor in Business. 

He received his Certified Financial Planner designation in 1986 while working with a Professional Sports and Entertainment Agency. He has resided in Boca Raton, Florida since 1986 and is married to his wife Jill. Together they have 4 children ages 15,19,21 and 24. When not in the office, Bill enjoys playing golf, racquet sports and hiking with his family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.