Hometown service from your hometown team

We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors. And like you, we are proud to call Cincinnati home.

Over the years, we’ve helped many individuals, families, business owners and professionals here in Cincinnati and the surrounding area with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources to serve you, too.

Welcome to the Cincinnati branch of Raymond James. Your hometown team with a world of financial possibilities for you.

Management Team

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

Financial Advisors

  • Linda Ackerman
    Senior Client Service Associate
  • Bill Anderson
    Senior Client Service Associate
  • Sam Bortz, CFP®, AAMS®
    Financial Advisor II
  • Yvette Bush, CRPC®, WMS
    Senior Registered Client Service Associate
  • Adam Butler
    Senior Investment Portfolio Analyst
  • Brian Cassin, CFP®
    Financial Advisor
  • John Cassin
    Financial Advisor II
  • Lindsey Crocker
    Financial Planning Consultant
  • David Dennerll, CFP®
    Senior Vice President, Investments
  • Alexandra Eichler, AAMS®
    Financial Advisor
  • Peter Gaughan, AIF®
    First Vice President, Investments
  • Kyle Gearhart, CFP®, CRPC
    Managing Director, Investments
  • Nora Grablovic
    Senior Registered Client Service Associate
  • Shadia Haddad
    Registered Client Service Associate
  • Matt Hager, CFP®
    Senior Vice President, Investments
  • Matthew Hager, AAMS®
    Financial Advisor
  • Chase Harkness, CFP®, AAMS®
    Financial Advisor II
  • Jim Harkness
    First Vice President, Investments
  • Spencer Harkness
    Financial Advisor
  • Robert Hodgson, WMS
    First Vice President, Investments
  • David Holwadel, CFP®
    Managing Director, Investments
  • Bill Metz
    Senior Vice President, Investments
  • Karen Musselman, WMS, CRPC®
    Registered Sales Associate II
  • Trisha Neeley
    Senior Registered Client Service Associate
  • Patrick Roberson
    Senior Vice President, Investments
  • John Ryan
    Managing Director, Wealth Management
  • Jeff Thompson
    Financial Advisor
  • Cynthia Wilson
    Senior Client Service Associate

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.