Financial counsel that stands apart Look no further

Team Photo

We’ve found that our distinct blend of storied experience and savvy knowledge helps put us in position to serve the most discerning clients. Well-suited for those seeking a professional wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.

When you entrust your financial affairs to us, you’ll find that we can help you address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

Advisor Team

Lisa Detanna
Lisa A. Detanna, AIF®, MBA, WMS
Managing Director Senior Vice President, Investments
Gary Handler
Gary Handler, AIF®, C(k)P®, MBA
Managing Director Senior Institutional Consultant
Erik Willanger
Erik J. Willanger, AIF®, CEPA®, CRPS®, WMS®
First Vice President, Investments Director International Wealth Advisor
William Atha
William Atha
Senior Vice President, Investments, Raymond James & Associates
Ariel Bobroff
Ariel Bobroff, CRPC®
Senior Vice President, Investments Financial Advisor

Wealth Managers

Wesley Scott
Wesley Scott, MBA, AIF®
Financial Advisor
Joe Horner
Joe Horner
Financial Planning Consultant
Kamo Jurn
Kamo Jurn
Practice Business Manager
Terri Steffner
Terri L. Steffner
Practice Business Manager
Mitch Rosich bio headshot
Mitch Rosich, MBA, CRPCTM
Financial Advisor

Support Team

Marjan Kamyar
Marjan Kamyar, AIF®
Senior Registered Client Relationship Associate
Cathleen Handler
Cathleen Handler
Senior Client Service Associate
donah tavares
Donah Tavares
Senior Registered Client Service Associate
Jordan Vasseur
Jordan Vasseur
Senior Registered Client Service Associate
tara detanna
Tara Detanna
Client Service Associate
Kaleb Goodman
Registered Client Service Associate

Portfolio Specialists

Luke Petrarca
Luke Petrarca, AIF®, AIFA®
Financial Planning Consultant
Luke Polus Bio Headshot
Luke Robert Missel Polus
Registered Client Service Associate
Jeff Soltman
Jeff Soltman, AIF®, Investment Management Consultant
Registered Client Service Associate

Home Office Associates

Andrew Waldbaum
John Simmons
West Coast Regional Director
Andrew Waldbaum
Andy Waldbaum, CFP®, CRPS®, AIF®, MBA
Complex Manager Senior Vice President, Investments
Joe Weaver headshot
Joe Weaver, CFP®
President, Raymond James Trust, N.A.
Bill Geiss headshot
William Geis
Executive Vice President Private Client Banking Executive
Cinnamon Chancey headshot
Cinnamon Chaney, CFP®
Vice President Banking Consultant
Ken Grider headshot
Kenneth Grider
Managing Director Head of Business Development
Frank McAleer headshot
Francis Joseph McAleer, JR., CIMA®, CFP®
Senior Vice President, Wealth Planning
Adam Nibert headshot
Adam Nibert, CFP®
Private Wealth Consultant Wealth Planning, Global Wealth Solutions
Murphy Bradshaw
Murphy Bradshaw, CFP®, CHFC®, CLU® CPWA®
Wealth Consultant - Region 5 Wealth Consulting, Wealth Planning
Charles Bauder
Charles Bauder, J.D., CPWA®
Vice President and Director of Private Wealth Wealth Planning, Global Wealth Solutions
Lauren Ahern
Lauren Ahern, CPWA®
Senior Manager, Private Wealth Wealth Planning, Global Wealth Solutions
Bob Burns
Robert C Burns, CFA®, AIF®
Vice President and Director Institutional Consulting Services
Tiffany Marshall
Tiffany Marshall, CTFA
Trust Consultant - West Coast Sales Raymond James Trust
Ken Novak
Kenneth Novak
MD, PIC Distribution, GWS PIC

A plan for your wealth that’s purely yours

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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