The Seiler Group

A complete financial team committed to your continued success, creating your own family office

Our team’s more than 75 years of combined financial experience is certainly significant, but what is equally impressive is how we combine each team member’s area of expertise to address your needs. We work as a team. As our professional athlete clients can attest, there is no greater contributor to a positive outcome than teamwork.

Each member of our team will know you and your financial situation, so they can answer questions for you at any time. We will make sure you have a sense of each team member’s role and who best to contact for specific issues ranging from making a deposit to addressing a lifestyle change that will impact your financial plan.

We have modeled our practice on high-net-worth family offices, where we can provide individualized solutions to our distinctive roster of clients. This level of personal attention also applies well to the discriminating institutional clients we serve. Our goal is for you to view The Seiler Group of Raymond James as your personal CFO – and to see that we understand every aspect of your life and can help you make informed and confident financial decisions.

Thomas A. Seiler Thomas A. Seiler, WMS®
Managing Director
Senior Vice President, Investments

Office: 215.860.7823
tom.seiler@raymondjames.com

As a founding member of The Seiler Group of Raymond James, Thomas Seiler has focused on meeting the sophisticated needs of today’s institutional investors since 1995. He began his career in 1990 with Merrill Lynch, concentrating on high-net-worth clients.

Drawing on more than 25 years of experience in the financial services industry, Tom concentrates on highly developed asset allocation and investment strategies, conducts extensive research and evaluation on investment management firms, forms comprehensive investment policy statements and provides ongoing performance measurement and monitoring for client portfolios.

A graduate of Montclair University, Tom has also successfully completed the Business of Entertainment, Media, and Sports at the Harvard Business School and served as an NFLPA® financial advisor since 2003. He currently lives in Newtown, Pennsylvania, with his wife, Debbie, and has two children, Alexa and Jake. Tom is an active member of the Ambassador Circle of St. Mary Medical Center Foundation and a recipient the Philanthropy Award for Cerebral Palsy of New Jersey. An active triathlete, you may see Tom training or sharing notes with some of the group’s professional athletes on the best conditioning techniques in preparing for upcoming races.

Patrick M. Seiler Patrick M. Seiler, CFP®, CIMA®, CRPC®, CRPS®, AIF®
Senior Vice President, Investments
Direct: 215.968.7174
patrick.seiler@raymondjames.com

Patrick Seiler works with institutional clients (corporations, pension and profit sharing plans, 401(k) plans and foundations) and also provides comprehensive planning to private high-net-worth individuals and families.

Prior to joining the financial services industry, Patrick received an honorable discharge from the United States Marine Corps and served with the San Diego Police Department. He then began his career in the financial industry in 1995 with A.G. Edwards, later working with Merrill Lynch and Morgan Stanley Smith Barney.

Already a Certified Financial Planner practitioner, Patrick has also earned the prestigious designations of Certified Investment Management AnalystSM (CIMA®) from the Wharton Business School at the University of Pennsylvania, Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Retirement Planning SpecialistSM (CRPS®). Patrick is also an Accredited Investment Fiduciary, doing what is best for our clients and the investing public.

Patrick is also a member of the Marine Corps League, Doylestown Freemasons, New Jersey State Law Enforcement Officers Association, Elks Club, American Legion, Investment Management Consultants Association and Bucks County Business Alliance.

The Financial Industry Regulatory Authority (FINRA) has also certified Patrick as an arbitrator to reconcile disputes.

Patrick and his family live in Buckingham and enjoy spending time outdoors, riding Harleys, and spending time in their community.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

Ross P. Hart Ross P. Hart, WMS®
Financial Advisor
Direct: 215.968.7172
ross.hart@raymondjames.com

Ross Hart The Seiler Group in 2011, after graduating from the Rutgers Business School with a degree in finance. Prior to joining the group full time, he completed a yearlong internship program. Ross was a member of the National Society for Collegiate Scholars and served as coach and financial director for the Rutgers Men’s Club soccer team.

Ross works with individuals and families on developing comprehensive financial plans custom tailored to their specific goals and objectives.

A resident of Hamilton, New Jersey, Ross enjoys spending his time outdoors playing soccer, cycling, golf and surfing. He values a strong work ethic and integrity, and is committed to helping clients secure their financial future.

Edward Castellanos Edward Castellanos
Senior Marketing Associate
Office: 215.860.7823
edward.castellanos@raymondjames.com

A native of Jackson, New Jersey, Ed Castellanos is a graduate of Montclair State University with a love of sports. His passion for physical fitness lead him to personal training, and, in 1989, Ed started a successful fitness company that has developed several fitness patents. Ed has also appeared on a popular shopping network with his fitness products. Joining The Seiler Group in 2017, Ed currently resides in Fort Myers, FL with his wife, Jennifer. He has three children: Samantha, Grant and Austin.

Pryia N. Roy Pryia N. Roy, JD
Financial Planning Consultant
Direct: 215.968.7154
pryia.roy@raymondjames.com

Pryia Roy, JD is the former Assistant Chief Counsel for the Department of Homeland Security, Office of the Chief Counsel in Newark for over two decades. At DHS he worked in the criminal litigation department and provided counsel to various agencies including the DOJ, and FBI. Pryia is also the Founder of the Metro Classic Basketball Showcase, one the nation’s premiere high school basketball events. He has also worked directly with the NBA in developing basketball and basketball infrastructure in India. Pryia’s charitable interests include bridging the digital divide for vulnerable youth by providing technology resources through the Arman Roy Foundation(armanroy.org). Pryia is a Member Board of Director’s Arman N. Roy Foundation, Member New Jersey State Bar Association, and Member Fraternal Order of Police Federal Agent’s Lodge Number 92. Pryia is graduate of Villanova University and Pace University School of Law.

Raymond James is not affiliated with the organizations listed.

Joseph W. Brauner Joseph W. Brauner, AAMS®
Investment Portfolio Associate
Direct: 215.968.7167
joe.brauner@raymondjames.com

Joe Brauner joined The Seiler Group in 2018 after graduating from Rutgers University with a degree in Economics. Prior to joining the group Joe was a Sports Writer for The Daily Targum, Rutgers student-run newspaper. In his current role, Joe manages football operations for the group and is passionate about providing a high level of service. Joe enjoys the beach, playing golf, and exercising. He is dedicated to educating clients about how to establish a strong financial foundation.

Matthew F. Geraci Matthew F. Geraci, AAMS®
Investment Portfolio Associate
Direct: 215.968.7176
matthew.geraci@raymondjames.com

Matt Geraci joined The Seiler Group in 2019 after a prior internship with The Seiler Group. Matt earned his Bachelor of Science in Economics from the University of Delaware. While being a full – time student at the University of Delaware, Matt was also an intern at JP Morgan Chase in their Corporate and Investment Bank. Originally born in Brooklyn, NY, Matt currently resides in Newtown, PA. Matt enjoys going to sports events, golfing, and spending time at the Jersey Shore in the Summer. Matt works with all clients of The Seiler Group in making sure their needs are taken care of and helping them secure financial freedom through personalized financial planning. Matt values being available for clients at all times of the day/night and week/weekends to ensure the highest level of client service.

Matthew J. Margolis Matthew J. Margolis, AAMS®
Investment Portfolio Associate
Direct: 215.968.7165
matt.margolis@raymondjames.com

Matt Margolis, a former NCAA student-athlete, played collegiate basketball at Ursinus College before finishing his undergraduate degree at Fox Business School at Temple University. Prior to joining the Seiler Group full-time in 2020, Matt completed three different internship programs with the team.

Matt works with our Athletes and Entertainers directly on day to day needs as well as developing comprehensive financial life plans throughout their career and beyond.

A resident of Newtown, Pennsylvania, Matt enjoys playing basketball, golf, and going to the beach. He brings a team first attitude and is committed to working with clients to achieve their dreams.

Vaughn H. Hebron Vaughn H. Hebron
Marketing Associate
Athletes & Entertainers

Office: 215.860.7823
vaughn.hebron@raymondjames.com

Vaughn Hebron, a native of Baltimore, Md., and graduate of Virginia Tech, signed as an undrafted free-agent running back with the Philadelphia Eagles, and went on to win two consecutive Super Bowl titles (XXXII and XXXIII) with the Denver Broncos.

His focus, dedication, and analysis on the field served as a cornerstone for Vaughn’s transition to a successful business owner. Currently founder and president of VMS Movement Specialists, a fitness center and personal training studio located in Newtown, Pa., where current and aspiring professional athletes train for the NFL Combine and offseason, Vaughn joined The Seiler Group in 2014 focusing on sports marketing and networking. Vaughn, his wife Kim, and their family live in Langhorne, Pa.

Timothy J. Ristow Timothy J. Ristow
Senior Investment Portfolio Analyst
Direct: 215.968.7173
Tim.Ristow@RaymondJames.com

Prior to joining Raymond James, Tim served in a variety of roles including Financial Advisor and Branch Operations Manager. Tim brings over 10 years of professional experience in investment management. In his most recent role Tim worked closely with clients on designing and implementing investment strategies with Investment Policy Statements.

Specializing in comprehensive investment and financial planning for individuals and families, Tim embodies our core philosophy and drive as a client centric team focusing on client results. He brings a deep-seated wealth management experience and expertise, coupled with a rich history of supporting clients and meeting their goals.

Tim earned a bachelor’s degree from The College of New Jersey and is series 7, 66, 9, and 10 licensed. He will also be pursuing his Certified Financial Planner designation in the near future.

In his spare time he enjoys being outdoors - camping, hiking, or sitting on a beach, and spending time with his wife Marisa and two daughters Harper and Avery. Tim originally grew up in Hamilton, NJ and now resides in Feasterville, PA.

Terri L. Schafer Terri L. Schafer
Senior Client Service Associate
Direct: 215.968.7168
terri.schafer@raymondjames.com

Terri is responsible for all daily client administration duties and overall support for the group. Prior to joining our team in 2009, Terri worked in the operations department at Morgan Stanley Smith Barney, handling the overall process of the entire branch office. She also spent 10 years in retail banking, giving her a broad background in financial services and making her well prepared for providing a high level of service to our clients. Terri lives in Bucks County with her husband, William, and their three sons. In her free time, she enjoys family activities and playing in a women’s softball league.

Isaiah A. Burrows Isaiah A. Burrows
Wealth Management Associate
Direct: 215.968.7178
isaiah.burrows@raymondjames.com

Isaiah, who joined The Seiler Group full-time in June, 2022 after interning with them in 2020, earned his Bachelor of Science in Finance and Entrepreneurship from Seton Hall University. While a full-time student at Seton Hall University, Isaiah was a manager for the Men’s Basketball Team and Vice President of Finance for the Interfraternity Council. Isaiah enjoys basketball, playing golf, and visiting the Jersey shore. Originally from Medford, NJ, Isaiah now resides in Philadelphia, PA.



Raymond James is not affiliated with any of the organizations listed above.