For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.
While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority, so your phone calls may be routed to our mobile numbers or Raymond James’ corporate offices.
If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.
Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access. You can also update your document delivery preferences to reduce the paper mail you receive.
In such a globally centric community, we know the value of staying connected – and connecting with you. With financial advisors in Washington, D.C., Rockville, Friendship Heights, and Greater Baltimore, our full-service firm provides comprehensive financial services and specialties throughout the Mid-Atlantic area.
Utilizing their diverse range of credentials, experience and resources, our financial advisors will work closely with you as you pursue your goals and objectives.
Kim Wealth Management Group of Raymond James
Sam J. Kim
Senior Vice President, Investments
sam.kim@raymondjames.com
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Scott E. Mann, CRPC®, CRPS®
Financial Planning Consultant
scott.mann@raymondjames.com
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Global Wealth Management Group of Raymond James
Aydin Tuncer
Senior Vice President, Investments
Wealth Management Specialist
aydin.tuncer@raymondjames.com
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Casey Fiora
Financial Advisor
casey.fiora@raymondjames.com
Joseph Whalen
Financial Advisor
joe.whalen@raymondjames.com
Ozgur Karaosmanoglu
Senior Vice President, Investments
Managing Director
ozgur.karaosmanoglu@raymondjames.com
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Sarine Zenian, CFP®
Senior Investment Portfolio Analyst
sarine.zenian@raymondjames.com
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The Wise Investor Group of Raymond James
Simon R.B. Hamilton
Managing Director
Portfolio Manager
Simon.Hamilton@RaymondJames.com
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Gregory S. Smith, CFP®, ChFC®, CPWA®, CFP®, CTFA
Managing Director
Senior Financial Planner
Gregory.S.Smith@raymondjames.com
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David G. Mount
Director
Portfolio Manager
David.Mount@RaymondJames.com
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Ann A. Summerson, CFP®
Director
CERTIFIED FINANCIAL PLANNER™
Ann.Summerson@RaymondJames.com
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Chase Hinderstein
Director
Portfolio Manager
Chase.Hinderstein@RaymondJames.com
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Matthew B. Anderson, CFP®, ChFC®, CLU®
Director
CERTIFIED FINANCIAL PLANNER™
Matthew.Anderson@raymondjames.com
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Chase Aime, CFP®
Managing Director
CERTIFIED FINANCIAL PLANNER™
Chris.Aime@RaymondJames.com
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Nicholas M. Sorden, MBA
Director
Portfolio Manager
Nick.Sorden@RaymondJames.com
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Hemeon Wealth Advisory of Raymond James
Jason R. Hemeon, CFP®
Senior Vice President, Investments
jason.hemeon@raymondjames.com
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Warren Wright
Senior Vice President, Wealth Management
Complex Manager
warren.wright@raymondjames.com
Kevin Ramos
Complex Administrative Manager
kevin.ramos@raymondjames.com
Dana Sorrentino
Branch Operations Specialist
Dana.Sorrentino@RaymondJames.com
Michael Feeley
Financial Advisor
michael.feeley@raymondjames.com
Matthew A. Grieb, CFP®
Financial Advisor
matt.grieb@raymondjames.com
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David Kelso, WMS
Associate Vice President, Investments
Wealth Management Specialist
david.kelso@raymondjames.com
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J. Yves LaBorde
Vice President, Investments
yves.laborde@raymondjames.com
Káon Nelson, CFP®, CPWA®, AAMS®
Private Wealth Advisor
kaon.nelson@raymondjames.com
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Patrick Nickerson
Vice President, Investments
patrick.nickerson@raymondjames.com
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Cassie Panzenbeck, MBA
Financial Advisor
Cassie.Panzenbeck@RaymondJames.com
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Skyler Potter, CFP®, CMFC
Financial Advisor
skyler.potter@raymondjames.com
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David Shepard
Financial Advisor Trainee-PCG
david.shepard@raymondjames.com
Mark W. Wardzinski
Senior Vice President, Wealth Management
mark.wardzinski@raymondjames.com
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Fenstermaker Financial Group of Raymond James
Christopher L. Young
Financial Advisor
chris.l.young@raymondjames.com
David Fenstermaker, CIMA®
Senior Vice President, Investments
Certified Investment Management Analyst
david.fenstermaker@raymondjames.com
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McPherson Splain Group of Raymond James
Brian McPherson, CFP®
Vice President, Investments
brian.mcpherson@raymondjames.com
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John Splain
Vice President, Investments
john.splain@raymondjames.com
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R & R Global Asset Management of Raymond James
Sheldon Ray
Senior Vice President, Investments
Portfolio Manager
sheldon.ray@raymondjames.com
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Thip Zimmerman Wealth Advisory of Raymond James
Thip Zimmerman
Senior Vice President, Wealth Management
thip.zimmerman@raymondjames.com
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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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