Taso specializes in retirement planning solutions for both businesses and individuals, and is responsible for asset allocation and portfolio construction at the Silver Liberatore Group of Raymond James. He believes each client is unique, customizing an investment plan and portfolio to help them achieve their financial goals.
Prior to joining Raymond James in 2021, Taso spent seven years at UBS and four years at Merrill Lynch as a financial advisor. Before beginning his financial services career in 2009, he studied accounting* at DePaul University in Chicago.
Taso resides in Fox River Grove, Illinois, with his wife, Amanda, and their two children, Ava and Peter. He enjoys golfing, playing football, and traveling with his family.
Raymond James does not provide tax or accounting services.