You’ll have the resources of a national leader to support you in serving your clients

When it comes to your practice, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Worcester, Massachusetts, branch of Raymond James, you’ll find exactly that – plus a team of home office associates dedicated to helping you serve your clients and build your business.

Our Team

  • Stephen Erickson, CFP®, CRPC®
    Branch Manager
    Senior Vice President, Investments
  • Mike Martin
    Senior Vice President, Investments
  • Scott Louder
    Vice President, Investments
  • Christopher Lussier, CFP®
    Associate Vice President, Investments
  • Matthew A. Palmgren, CIMA®, CRPS
    Financial Advisor
  • Nancy Jones
    Registered Practice Coordinator
  • Diana Correa
    Registered Practice Coordinator
  • Nancy Martin
    Branch Operations Specialist

 

 

Investments & Wealth Institute (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.