Philadelphia Branch

Planning every part

We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.

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For the health and safety of our clients and associates, we have reduced staffing in our physical offices in an effort to minimize the spread of COVID-19. However, we will
continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is working with a limited staff onsite, we have taken measures to ensure your needs remain a top priority,
so your phone calls may be routed to our mobile numbers or Raymond James' corporate offices.

If you need immediate assistance and cannot reach us, please call us at 484.534.3420 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access.
You can also update your document delivery preferences to reduce the paper mail you receive.

Philadelphia
Built on unwavering values, fueled by steadfast support.

Our ambitious, hardworking team has cultivated deep roots across Philadelphia. Fueled by the core values and uplifting culture of Raymond James, our team puts the focus on what matters most: advisors and their clients. Plus, as a firm that owns a bank and is not owned by one, Raymond James gives advisors the freedom to build their businesses as they see fit, offering them full ownership of their books of business along with access to our sophisticated technology platform, in-house marketing agency, and innovative products and services. Because we believe that when our advisors succeed, we do too.

Discover the difference for yourself. Contact us for a confidential conversation.

At a Glance

Staying Power

Raymond James has delivered 145 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors
$1.45 TRILLION in Client
Assets

* As of 3/31/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

In 1962, a different kind of financial services firm was founded.

Get to know Raymond James.

About Us

Get to Know Our Firm Leaders

Photo: Tom James, Chairman of the Board, and Paul Reilly, Chairman and CEO, Raymond James Financial

These broad-ranging interviews focus on the role of Raymond James leaders in the industry and the growth of the company as a whole.

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Our History

Photo: Bob James, Founder of Raymond James

Get to know the Raymond James story.

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Philadelphia Branch

Meet Our Team

Mark

M. Anthony Barrett

Managing Director - Wealth Management,
Complex Manager - Delaware Valley Complex
Ann Marie

Ann Marie Bender

Senior Registered Service Associate
Christine

Christine

DiEmidio Senior Registered Sales Associate
Margaret

Margaret Emerson,

CFP® Vice President, Investments
Raymond

Raymond A. Gutowski,

CRPCTM Senior Vice President, Investments
Donna

Donna Marie Vickers

Sr. Registered Client Service Associate
May FOMC meeting concludes with no changes to interest rates

May FOMC meeting concludes with no changes to interest rates

05/01/2024
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing
Foster financial literacy and family values

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.
Family & Lifestyle
April sees Federal Reserve rate cut expectations dampen

April sees Federal Reserve rate cut expectations dampen

04/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
Cash management strategies for business owners

Cash management strategies for business owners

Top five tips for navigating market volatility and inflation.
Business Ownership
Portfolio construction

Portfolio construction

04/29/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Keep calm and carry on with your long-term investing strategy

Keep calm and carry on with your long-term investing strategy

04/29/2024
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.
Economy & Policy
Five potential market-moving events to be mindful of

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP, inflation, and the Fed: Keep calm and carry on

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The pledged-securities mortgage explained

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle
IRS suspends missed RMD penalty for certain inherited IRAs

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity
Protecting your Social Security payout

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Alternative investments: Thinking beyond the traditional asset classes

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing

Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

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Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

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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.

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