Skip to content
Fortress Wealth ManagementFortress Wealth Management
  • Home
  • About Us
    • About Us
    • Simon A. Rawlinson
    • Veronica H. Aguirre
    • Our Investment Philosophy
    • Why Work With a CFP
    • About Raymond James
  • Strategic Partners
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Sudden Wealth
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Alternative Investments
    • Banking and Lending Solutions
    • Business Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Banking
    • Investment Strategies
    • Portfolio Management
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
    • Contact Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Simon A. Rawlinson
    301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115 M: 310.270.7579 T: 626.660.2182
    Map and Directions Map and Directions

Home Office Associates

adam nibert
Adam Nibert, MBA, CFP®
Private Wealth Consultant Wealth Planning, Global Wealth Solutions
Iris Lee
Iris Lee, MBA, CPWA®
DIRECTOR PRIVATE WEALTH CONSULTANT
Murphy Bradshaw
Murphy Bradshaw, CFP®, CHFC®, CLU®, CPWA®
PRIVATE WEALTH CONSULTANT
mike mcnair headshot
Michael McNair, AIF®
PRIVATE WEALTH PORTFOLIO CONSULTANT
Michael Gerson
Michael Gerson, J.D., LL.M.
Private Wealth Strategist Wealth Planning, Global Wealth Solutions
Tiffany Marshall Bio Image
Tiffany Marshall, CTFA
TRUST CONSULTANT RAYMOND JAMES TRUST
Grace Ayub
Grace Ayub
Senior Charitable Planning Consultant, Raymond James Trust
CINNAMON CHANEY
Cinnamon Chaney
VICE PRESIDENT, BANKING CONSULTANT
Chip Bauder Bio Image
Charles Bauder, J.D., CPWA®
VICE PRESIDENT AND DIRECTOR OF PRIVATE WEALTH WEALTH PLANNING, GLOBAL WEALTH SOLUTIONS
Ken Grider headshot
Kenneth Grider
Managing Director HEAD OF BUSINESS DEVELOPMENT
Ken Novak
Kenneth Novak
Managing Director COO, Private Institutional Client Group
Dana Baines
Dana Baines
Vice President of Private Institutional Client (PIC) Desk
Martin Auger Bio Headshot
Martin Auger
Regional Insurance Planning Specialist Raymond James Insurance Group (RJIG), Global Wealth Solutions

The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

The future at your fingertips

Fortress Wealth ManagementFortress Wealth Management
  • 301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115
  • M: 310.270.7579
  • T: 626.660.2182
  • Map & Directions
  • Map & Directions

 

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.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use