Red Bank 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.

Learn More

Red Bank
Where traditional values meet innovative service.

A scenic ferry ride away from New York City, our Red Bank office’s unwavering commitment to sound, disciplined management fosters a celebrated culture where advisors thrive and clients are prioritized. As part of Raymond James, advisors also enjoy full access to everything our firm has to offer – from our powerful suite of technology to our innovative products and renowned research.

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

Christopher Leavy

Christopher Leavy

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

Red Bank Branch

Meet Our Team

Russell Johnson

Branch Manager

Brian Cain

Complex Manager

Bill Rivel

Complex Administrative Manager

John Coyle

Branch Operations Manager
Janet

Janet

Mauro Senior Client Relationship Associate
Matthew

Matthew Walter,

CRPC® Vice President, Investments
Gustav

Gustav Fingado,

CFP® Senior Vice President, Investments
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
True fixed income: Are you comparing apples to oranges?

True fixed income: Are you comparing apples to oranges?

04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
High inflation is never good, but markets have been overreacting

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market volatility is a normal feature of long-term investing

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Don’t let estate blunders get in the way of your wishes

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Define your personal philanthropic mission

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving
Reviewing the building blocks of the global food chain

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

 

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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use