Our Partners at Raymond James

Raymond James helps support our business in many important ways. In addition to providing award-winning investment research, operational and trading support, and access to market-leading technologies, the firm surrounds our team with experts on a broad range of subjects such as wealth planning, insurance planning, structured lending, alternative investments, mortgages and more.

Our Partners

John Hanlon, MSFS, CPWA^®, ChFC^®, CLU^®

Private Wealth Consultant Wealth Planning, Global Wealth Solutions

Chris Raulston, J.D., CPA, CFP^®

Wealth Strategist, Raymond James

Christopher Loudon

Director – Structured Investments Head of Custom Solutions, Raymond James

Bill Sherriff Jr

Director, PWM Mortgage Consultant

Carlos Munoz-Lucas

Director, Private Markets

Lawrence Adam, CFA, CIMA^®, CFP^®

Chief Investment Officer,
Global Wealth Solutions

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.