We have a unique culture at Raymond James

It’s a culture that focuses on creating a warm and personal relationship with the financial advisor. Here, our number one priority is the people, not the product. We understand how important your clients are to you, and we recognize that our position that the advisor is owner of his or her own book is not common in our industry. As a full-service wealth management firm, we provide you with all the support you need to successfully grow your business, while giving you the freedom to run your practice your way.

Thank you for your interest in looking through our website. We’ve designed it as an introduction to help you learn more about our branches, our culture, and the opportunities available with our team.

The Southwest Complex, which currently includes branches in Scottsdale, Sante Fe and Tucson, is actively expanding. I encourage you to contact me in confidence to learn more about the unique opportunity available through us.

Robert Burghart
Complex Manager

Management Team

  • Robert Burghart, CIMA, MBA
    Complex Manager
  • Miguel Quinones
    Branch Operations Manager

Financial Advisor/Client Associate

  • Eli Giclas
    Branch Intern
  • Ernesto Vargas Truqui
    Senior Vice President, Investments
  • Chris Brown
    Senior Vice President, Investments
  • David Scott
    Financial Advisor Trainee
  • Gail Giclas
    Senior Vice President, Investments
  • Joanna Lopez
    Client Service Associate
  • Joel Estes
    Vice President, Investments
  • Keith Kolomichuk
    Financial Advisor Trainee
  • Kim Ohler, CFP®, CRPC®
    Senior Registered Client Associate
  • Neva Thomason
    Senior Client Service Associate
  • Stephen Neff
    Senior Vice President, Investments