Joseph Urgo

CFP®, CDFA®
Senior Vice President, Investments
CERTIFIED FINANCIAL PLANNER™,
Certified Divorce Financial Analyst

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Joseph's career at Raymond James started March 1995. Through the years he successfully attained various Securities licenses; Series 24,9,7,63,3,10

In May 2000 he attained the CERTIFIED FINANCIAL PLANNERTM certification. He is the former resident Branch Manager of the Holiday office of Raymond James & Associates. In the past he has been active with various community based organizations, Habitat for Humanity plus youth oriented groups. Additionally, he served on several committees for the Florida Bar Association.


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.