Private Wealth Advisory Crafted from Experience. Built for Generations.

1.7 billion+ Total Client Assets *As of 4/28/26
130+ years Wealth Management Experience

Investment Management

Every portfolio is crafted with intention, experience, access and insight.

Discover how we do it

Financial Planning

Shape and preserve your wealth, legacy and vision for future generations.

Explore our capabilities

Banking & Trust Services

Strategies designed to safeguard assets and honor your long-term goals.

Explore our solutions
Albert Boris
Albert C. Boris III
Managing Director Senior Vice President, Investments
Andrew Kaplan
Andrew G. Kaplan
Managing Director Senior Vice President, Investments
Nathan Putrich
Nathan J. Putrich
Associate Vice President, Investments
Alex Boris
Alexander B. Boris
Financial Advisor
Eileen Grady
Eileen M. Grady
Senior Registered Sales Associate
Johanna DeRogatis
Johanna C. DeRogatis
Senior Registered Sales Associate
Gwen Kohlenberg
Gwen L. Kohlenberg
Registered Client Service Associate
BKP icon

All fields marked with (*) are required.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
  • 320 Park Ave., 14th Floor New York, NY 10022
  • 92 Lancaster Ave., Suite 205 Devon, PA 19333
Schedule a meeting

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.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2026 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |