Dustin Helm
Dustin Helm Senior Vice President, Investments


For Dustin, being a financial advisor is more than a career – it’s a chance to serve others. He has been doing just that for 30 years, helping clients navigate major shifts in the markets as they pursue meaningful goals. Dedicated and detail-oriented, he develops personalized financial plans for clients while keeping the lines of communication open about their wide array of needs.

As your financial advisor, Dustin takes a comprehensive approach to address your financial needs. After getting to know you and gaining a full understanding of your investment objectives and your tolerance for risk, Dustin works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.

While many of his clients are based in the western Pennsylvania area, advancements in technology have allowed him to expand his relationships with individuals and families across the country. Wherever his clients are located, Dustin serves them with care and skill.

A graduate of the University of Pittsburgh, Dustin’s first five-plus years in financial services began at Shearson Lehman EF Hutton in 1993. He then served clients for more than 23 years at Smith Barney and Wells Fargo Advisors before aligning with Raymond James in 2022. Throughout all these changes, he has always kept his clients and their financial planning goals as the number one priority.

Dustin is committed to giving back to his community. He is an active supporter of the Muscular Dystrophy Association and belongs to the Rotary Club of Monroeville and Pi Kappa Phi fraternity at the University of Pittsburgh. In his free time, he enjoys playing pickleball, paddle tennis and golf. He and his wife, Lisa, live in Murrysville. They have three children: Cameron, Connor and Catey.

Raymond James is not affiliated with the above organizations and/or charitable causes.