Skip to content
  • O: 732.778.5835
  • O: 516.220.9753
  • O: 860.688.2210
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Patrick Clark
    • John K. McCormack Jr.
    • John Camiolo
    • Jodi Giustina
    • What Makes Us Different
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Foundations Endowments and Nonprofits
    • Families & Individuals
    • Retirees
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Business Planning
    • Corporate Retirement Plans Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Retirement Planning
  • Resources
    • Resources
    • Behavioral Finance
    • Worthwhile
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Monroe
    238 Monroe Suite C1 Monroe, CT 06468
    Map and Directions Map and Directions
  • Middletown
    14 Laird Road Middletown, NJ 07748 O: 732.778.5835
    Map and Directions Map and Directions
  • Point Lookout
    9 Lido Blvd PO Box 40 Point Lookout, NY 11569 O: 516.220.9753
    Map and Directions Map and Directions
  • Raymond James Financial Srvcs
    10 North Main Street Suite 216 West Hartford, CT 06107 O: 860.688.2210
    Map and Directions Map and Directions
Innovative Wealth Manager LogoInnovative Wealth Manager Logo
Always here for you
Innovative Wealth Manager LogoInnovative Wealth Manager Logo
  • Monroe 238 Monroe Suite C1 Monroe, CT 06468
  • Map & Directions
  • Map & Directions
  • Middletown 14 Laird Road Middletown, NJ 07748
  • O 732.778.5835
  • Map & Directions
  • Map & Directions
  • Point Lookout 9 Lido Blvd PO Box 40 Point Lookout, NY 11569
  • O 516.220.9753
  • Map & Directions
  • Map & Directions
  • Raymond James Financial Srvcs 10 North Main Street Suite 216 West Hartford, CT 06107
  • O 860.688.2210
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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 your local Raymond James office for information and availability.

Links to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Innovative Wealth Managers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Innovative Wealth Managers is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.