Randall believes clients should have strategies in place to help get them to where they want to be – and he uses his experience and industry insight to help craft those strategies. Randall specializes in providing comprehensive wealth management tailored to his clients’ needs. Both thoughtful and reliable, Randall gets to know his clients on a personal level – from families that require special needs planning to business owners, attorneys, physicians and engineers. No matter if they’re planning a dream retirement, determining how to pay for their children’s college or building wealth at the onset of their careers, clients can turn to Randall for trusted guidance and support.
Randall joined Raymond James in 2019. He holds a bachelor’s degree in business management from Norwich University and a master’s degree in international business from Rochester Institute of Technology. Additionally, Randall holds his CERTIFIED FINANCIAL PLANNER® professional designation, displaying his commitment to the industry’s highest ethical standards and comprehensive approach to an individual’s wealth management needs.
A lifelong upstate New Yorker, Randall is originally from Clifton Park and now resides in Webster with his family. Deeply committed to his community, he serves as president of Rochester Special Hockey, an organization dedicated to providing ice hockey training for individuals with disabilities. He also contributes as a board member for Challenger Miracle Field of Greater Rochester, which offers adaptive sports opportunities for those with special needs.
A passionate supporter of Buffalo sports, Randall proudly cheers on the Bills and Sabres.
Raymond James is not affiliated with any organizations mentioned.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.