You’ll have the resources of a national leader to serve your financial planning needs

When it comes to your financial future, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Boca Raton, Florida, branch of Raymond James, you’ll find exactly that – plus a team of local professionals who know exactly where you’re coming from and who are dedicated to helping you pursue your unique financial goals.


Rich Altieri
Managing Director
Senior Vice President, Investments
Mickey Silverman
Managing Director
Senior Vice President, Investments
Daniel J. Kraus
Managing Director
Senior Vice President, Investments
Branch Manager
Rich Altieri
Managing Director
Senior Vice President, Investments
Susan Michko
Complex Administrative Manager
David Katz, AIF®, AAMS®
Managing Director
Mickey Silverman
Managing Director
Senior Vice President, Investments
Susan Michko
Complex Administrative Manager
Gail Butler
Branch Operations Manager
David Katz, AIF®, AAMS®
Managing Director
Koby Arinus
Senior Vice President, Investments
Gail Butler
Branch Operations Manager
Lisa Armbrust
Vice President, Wealth Management
Koby Arinus
Senior Vice President, Investments
Mark Barber
Vice President, Wealth Management
Ryan Bass
Financial Advisor
Anne Bedinger, WMS
Vice President, Investments
Peter Cunnion
Financial Advisor
William Dagistino, CFP®
Senior Vice President
Robert DuKate, CFP®
Vice President, Wealth Management
Stacey Englander
Senior Vice President, Wealth Management
Eitan Esan
FInancial Advisor
Charles Fischer
Vice President, Investments
Financial Advisor
Russ Johnson, WMS
First Vice President, Investments
Walter Jones, CLTC, CHFC
Investment Portfolio Associate
Lisa Armbrust
Vice President, Wealth Management
Mark Barber
Vice President, Wealth Management
Gregory Kraus
Financial Advisor
Ryan Bass
Financial Advisor
John Kerr
Financial Advisor
Craig Lannaman
Financial Advisor II
Anne Bedinger, WMS
Vice President, Investments
Kerrie Milligan
Vice President, Investments
Peter Cunnion
Financial Advisor
William Dagistino, CFP®
Senior Vice President
Shane O'Brien
Vice President, Wealth Management
Dominick Paonessa, CFP®
Senior Vice President, Investments
Robert DuKate, CFP®
Vice President, Wealth Management
Mark Pearce, CFP®
Vice President, Investments
Stacey Englander
Senior Vice President, Wealth Management
Ann Rhodes
Senior Practice Marketing Associate
Eitan Esan
FInancial Advisor
Bruce Rhodes
Senior Vice President, Investments
Bruce Sallah
Vice President, Wealth Management
Charles Fischer
Vice President, Investments
Financial Advisor
Matthew Shafer, CIMA®
Managing Director
Russ Johnson, WMS
First Vice President, Investments
Walter Jones, CLTC, CHFC
Investment Portfolio Associate
Michael Shapiro
Financial Advisor II
Scott D. Sullivan
Senior Vice President, Wealth Management
Gregory Kraus
Financial Advisor
Loren Sydney, WMS
Vice President, Investments
John Kerr
Financial Advisor
Scott Teich
Vice President, Investments
Craig Lannaman
Financial Advisor II
Charlene "Charlie" Tooch
Financial Advisor
Kerrie Milligan
Vice President, Investments
Deborah Rhodes Van-Buskirk, AAMS®
Financial Advisor
Shane O'Brien
Vice President, Wealth Management
Aaron Weingard
Financial Advisor
Dominick Paonessa, CFP®
Senior Vice President, Investments
Nancy Weingard, CFP®
Vice President, Investments
Mark Pearce, CFP®
Vice President, Investments
Robert "Rob" Weingard
Financial Advisor
Ann Rhodes
Senior Practice Marketing Associate
Jeffrey Winkler
Vice President, Wealth Management
Bruce Rhodes
Senior Vice President, Investments
Allan Weiss, CRPC®
Investment Portfolio Associate
Bruce Sallah
Vice President, Wealth Management
Nadine Alterman
Branch Operations Specialist
Matthew Shafer, CIMA®
Managing Director
Cindy Van Asperen
Senior Registered Client Service Associate
Michael Shapiro
Financial Advisor II
Michelle Ballas
Senior Registered Client Service Associate
Scott D. Sullivan
Senior Vice President, Wealth Management
Sarah Clark
Senior Registered Client Service Associate
Loren Sydney, WMS
Vice President, Investments
Danielle D'Ambrosio
Senior Client Service Associate
Scott Teich
Vice President, Investments
Flora Farruggio
Senior Client Service Associate
Charlene "Charlie" Tooch
Financial Advisor
Jill Freeman
Senior Client Service Associate
Deborah Rhodes Van-Buskirk, AAMS®
Financial Advisor
Joseph Helmy
Senior Registered Client Service Associate
Aaron Weingard
Financial Advisor
Donna Kroyman
Senior Registered Client Service Associate
Nancy Weingard, CFP®
Vice President, Investments
Michele Mastropietro
Senior Registered Client Service Associate
Robert "Rob" Weingard
Financial Advisor
Erik Modansky
Senior Registered Client Service Associate
Jeffrey Winkler
Vice President, Wealth Management
Maureen Moeller
Senior Client Service Associate
Allan Weiss, CRPC®
Investment Portfolio Associate
Carolyn Pisano-Jarboe
Senior Registered Client Service Associate
Nadine Alterman
Branch Operations Specialist
Robin Perkins
Senior Client Service Associate
Cindy Van Asperen
Senior Registered Client Service Associate
Domenica Price
Senior Registered Client Service Associate
Michelle Ballas
Senior Registered Client Service Associate
Branch Technical Liaison
Tammy SanFilippo
Senior Client Service Associate
Sarah Clark
Senior Registered Client Service Associate
Cindy Schwartz
Senior Registered Client Service Associate
Danielle D'Ambrosio
Senior Client Service Associate
Flora Farruggio
Senior Client Service Associate
Alexandria Tillman
Client Service Associate
Francesca Thorn
Senior Registered Client Service Associate
Jill Freeman
Senior Client Service Associate
Joseph Helmy
Senior Registered Client Service Associate
Samantha Tumminello
Client Service Associate
Nancy Tush
Senior Registered Client Service Associate
Donna Kroyman
Senior Registered Client Service Associate
Jacqueline Vazquez
Senior Client Service Associate
Michele Mastropietro
Senior Registered Client Service Associate
Erik Modansky
Senior Registered Client Service Associate
Lisa Velez
Senior Client Service Associate
Maureen Moeller
Senior Client Service Associate
Peter Cunnion
Investment Portfolio Associate
Joseph Danley
Investment Portfolio Associate
Carolyn Pisano-Jarboe
Senior Registered Client Service Associate
Robin Perkins
Senior Client Service Associate
Jerry Thorn
Investment Portfolio Associate
Domenica Price
Senior Registered Client Service Associate
Daniel Valente
Investment Portfolio Specialist
Tammy SanFilippo
Senior Client Service Associate
James Runey
Wealth Mgmt Assoc Program
Cindy Schwartz
Senior Registered Client Service Associate
Sarah Broglie
Financial Advisor Trainee
Alexandria Tillman
Client Service Associate
Tom Sullivan
AMP - Financial Advisor
Francesca Thorn
Senior Registered Client Service Associate
Samantha Tumminello
Client Service Associate
Jon Wolff
AMP - Financial Advisor
Jeremy Voccia
Registered Client Service Associate
Nancy Tush
Senior Registered Client Service Associate
Jacqueline Vazquez
Senior Client Service Associate
Lisa Velez
Senior Client Service Associate
Peter Cunnion
Investment Portfolio Associate
Joseph Danley
Investment Portfolio Associate
Jerry Thorn
Investment Portfolio Associate
Daniel Valente
Investment Portfolio Specialist
James Runey
Wealth Mgmt Assoc Program
Sarah Broglie
Financial Advisor Trainee
Tom Sullivan
AMP - Financial Advisor
Jon Wolff
AMP - Financial Advisor
Jeremy Voccia
Registered Client Service Associate
Christopher R. Hanly, CFP®
Vice President, Wealth Management
Cindy Van Asperen
Senior Registered Client Service Associate
Jamie Sheridan
Senior Registered Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.