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

Abhishek Prakash

Director, Investment Banking

Chip Bauder, J.D., CPWA^®

Vice President and Director of Private Wealth Wealth Planning, Global Wealth Solutions

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.