You’ll FIND THE RESOURCES OF A NATIONAL LEADER RIGHT HERE AT HOME

When it comes to your financial future, there's nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you're getting that support with the insight and experience of a hometown team. You'll find both at the Blue Ash branch of Raymond James – everything you need to plan for where you're going and a team of professionals who know exactly where you're coming from.

Management Team

  • Charles C Curtis, JR
    Complex Manager
  • Lisa Mullen
    Complex Administrative Manager

Financial Advisors

  • Mark Battista, WMS
    Vice President, Investments
  • Marjorie Blair
    Client Service Associate
  • Fred S. Borowski
    Vice President, Investments
  • Kim Bucalo
    Branch Operations Specialist
  • Mark Fieger
    Financial Advisor
  • Jason Goldberg
    Vice President, Investments
  • Alex Holtmeier, CRPS
    Financial Advisor
  • Mire Jonovski, AAMS®
    First Vice President, Investments
  • Stacey King
    Senior Registered Client Service Associate
  • Tim Recker, AAMS®
    Senior Vice President, Investments
  • David Rodrigo, CFP®, PFS, MBA, CPA*
    Vice President, Investments
  • James Roetenberger
    Vice President, Investments
  • Paul Roetenberger, MBA
    Vice President, Investments
  • Whitney Sheblessy
    Senior Branch Operations Specialist
  • Daniel Snow, CFP®, AWMA, CRPS
    Financial Advisor
  • Rhonda Wilson
    Senior Client Service Associate

*Raymond James does not provide tax or accounting services.

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.