Doylestown Branch

Planning every part

We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.

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Doylestown
Judicious guidance rooted in people-first values.

At the heart of our Doylestown office, you’ll find an unwavering sense of integrity, client-first values and powerful work ethic. It’s in that spirit that we not only treat clients with the utmost respect, but also cultivate a sense of inclusion and collaboration in all we do. Here, we strive to act in the best interests of each financial advisor and associate, giving them full access to all of the resources and support we have to offer. It’s just one more way we live out the people-first values of Raymond James.

Discover the difference for yourself. Contact us for a confidential conversation.

At a Glance

Staying Power

Raymond James has delivered 146 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors
$1.48 TRILLION in Client
Assets

* As of 6/30/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

In 1962, a different kind of financial services firm was founded.

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About Us

Partnership with Raymond James

Raymond James Advisors

When you work with one of our advisors, your financial well-being will be at the forefront of everything we do – exactly as it should be.

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In the Community

Raymond James associates giving back to their communities.

We work here. We live here. We give back here.

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Doylestown Branch

Meet Our Team

Matthew

Matthew Todd Pruitt,

AIF® Branch Manager
Jennifer

Jennifer Gazey

Senior Branch Operations Manager
Jesse

Jesse F. Brookreson

Senior Vice President, Investments
Douglas

Douglas S. Clark,

CPFA Financial Advisor
Donna

Donna Dembeck

Senior Registered Service Associate
Edward

Edward Fernberger Jr

Managing Director,
Senior Vice President, Investments
Emily

Emily

Fernberger, CRC® Vice President, Wealth Management
Matthew

Matthew John Fisher,

CFP®, CRPS® First Vice President, Investments
Dale

Dale A. Hoernlein

Senior Registered Client Service Associate
Geoffrey

Geoffrey

Japchen Senior Vice President, Investments
John

John T. McCaffery,

RICP® First Vice President, Investments
Leigh

Leigh

McKee Sales Development Associate
Donna

Donna

Peffley Senior Client Service Associate
Brian

Brian

Trymbiski First Vice President, Investments
Connor

Connor

Wagner Client Service Associate
Frederick

Rick Wagner,

CFP® Senior Vice President, Investments
Keith

Keith

Wagner, AAMSTM Financial Advisor
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Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

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Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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 our 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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