Bo Bragaw, AIF^®
Managing Director
Client Advisor

Bo has spent more than 30 years honing his skills in providing long term capital growth and preservation investment advisory strategies for select families, business owners, professionals and institutions. In his decades of experience he developed a passion for having an in depth understanding of a client's financial position, what they want to build, what their capacity is toward market risk, and then structuring a plan to pursue those goals.

Bo has extensive experience in various facets of the investment industry including multiple successes in leadership roles. Bo's many achievements have been recognized over the decades as he has received several firm and industry accolades. This multi-layered understanding of the financial industry provides Bo with a truly unique perspective as he applies his talents to financial planning.

Bo earned his bachelor's degree from Shepherd University and he earned his master's degree from University of Maryland at College Park. Professionally, in addition to his numerous securities licenses, Bo carries the Accredited Investment Fiduciary ^® (AIF ^®) Designation.

Active in the DC and Baltimore communities, Bo has been involved with the Washington Association of Money Managers, the Baltimore Bond Club, and the Institute of Certified Bankers. He is currently a member of the Investments & Wealth Institute, the Terrapin Club, the Crofton Country Club, The Army Navy Club of Washington and the Center Club of Baltimore. Bo contributes to community organizations through his role as a member of the Board of Trustees for St. Martins in The Field Episcopal School, as a Ski Instructor Assistant for the National Ability Center in Park City, and actively supports the Shepherd University Foundation as past President of the Shepherd University Alumni Association.

Raymond James & Associates, Inc. is not affiliated with the above independent organizations.

Tara Orendorff, AIF^®
Vice President
Client Advisor

With over 20 years in the financial services industry, Tara provides investment strategies for select families and small institutions.

During her tenure at Wells Fargo Advisors, Tara held positions as the Branch Administration Manager, Branch Operations Manager, Branch Liaison and Financial Advisor.

Tara began her financial services career in Baltimore as a loan officer with the Central Credit Union of Maryland. The following year she was offered a position with Alex. Brown & Sons as a Registered Sales Associate. During her tenure with Alex. Brown, she worked with Corporate and Executive services specifically focusing on restricted securities sales, stock option exercise and 10b5- 1 plans. Tara's experience has also focused in the area of fiduciary accounts. She has worked closely with Non–Profit and for Profit organizations specifically in the areas of retirement plan development and advisory services related to cash management and foundation assets.

A graduate of York College, she has been active in her community through the "Relay for Life" for the American Cancer Society, the "Friends of Valerie Tournament of Champions," the "Polar Bear Plunge" for Special Olympics, "Hope Lodge" for the American Cancer Society and Adopt-a-Boxer rescue. In addition to her securities license Series 7, 63, and 66, Tara also holds the series 9/10 principal registrations. She also holds the designation of Accredited Investment Fiduciary (AIF^®).

Raymond James & Associates, Inc. is not affiliated with the above independent organizations.