• RandalL Trahan

    Randall Trahan, MBA, CFP®

    Vice President, Wealth Management

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 worked as a senior financial advisor at Key Investment Services for seven years before joining Raymond James in 2019. Prior to that, he served as premier relationship manager with HSBC Bank USA and as a financial advisor with HSBC Securities for a total of eight years. 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 PLANNERTM professional designation, displaying his commitment to the industry’s highest ethical standards and comprehensive approach to an individual’s wealth management needs.

It wasn’t until Randall moved to Rochester in 2002 that he considered joining the investment services field. After a successful time with HSBC and Key, Randall and his team chose to join Raymond James to partner with a firm whose inclusive culture and client-first values aligned with their own.

A lifelong upstate New Yorker, Randall is originally from Clifton Park and now resides in Webster. In his free time, he loves to spend time with his wife, Sara, and children, Michael and Lauren. He’s also a board member of Rochester Special Hockey, an organization that provides ice hockey training to individuals with developmental disabilities, as well as an avid fan of the Buffalo Bills and Buffalo 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.