Raymond James
Rick Mayo
Branch Manager And Cfp Practitionertm
Jared Perlman
Intern
Marsha Werner Cfp®
Vice President, Investments
Sam Punda
Sr Associate Distribution / Office Services
David Sanford
Financial Crimes Analyst
Sinead Dunn
Loan Analyst
David Watson
Senior Manager, Compliance Officer, Regulatory Affairs
David P. Dillon
Vice President, Investments
Elizabeth Randolph
Administrative Coordinator
Donald Simpson
Managing Director Investments
Ryan Mc Cabe
Tax Associate I
Sumit Kumar
Lead Engineer