Our personalized attention and deep resources go beyond the ordinary for a reason. When these components combine, they transform into something greater – a truly comprehensive approach to financial well-being.
Larry Adam, CFA, CIMA, CFP®
Chief Investment Officer
Larry Adam joined Raymond James in 2018 as the Chief Investment Officer for Private Client Group. Prior to joining Raymond James, Larry, as a Managing Director, held the dual roles of CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private Wealth Management. He sat on the U.S. Investment Committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios. He was also a member of Deutsche Bank’s Global Investment Committee that formalizes and establishes the global house view. Prior to being named Deutsche Bank’s Global Chief Investment Strategist, Larry was the head of the Asset Allocation and Quantitative Analysis Group, the group responsible for analyzing and implementing client-specific asset allocation strategies. He joined Deutsche Bank Alex. Brown in 1992.
Larry received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a Masters Degree in Business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst® designation in 1996, Certified Investment Management Analyst® designation in 2001 and CERTIFIED FINANCIAL PLANNER certification in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.
Vice President, Banking Consultant
A 20-year veteran of the financial services industry, Andrew Casem has developed a proven proficiency in helping people with their banking and financing needs.
Andrew joined Raymond James Bank in 2013. Prior to that, he was a private banker with Morgan Stanley, serving financial advisors and their clients throughout Washington, D.C. A 20-year veteran of the financial services industry, he received his degree in finance and international business from Pennsylvania State University.
Regional Insurance Planning Specialist
Prior to joining Raymond James 3 years ago, Dan was a Regional Sales Vice President for MetLife and AIG in Washington D.C. and Chicago. In this capacity, he was responsible for point of sale assistance with financial advisors of three major broker/dealers. His expertise includes estate planning, retirement planning, business success strategies and legacy planning concepts. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan, including support for these solutions in Goal Planning and Monitoring.
Dan is based in the Washington D.C. office of the Chesapeake Complex covering the DMV, DE, E. NC, IA, IL, and WV, working with Raymond James advisors and their clients as a comprehensive Point of Sale representative of Raymond James Insurance Group.
Managing Director, Equity Portfolio & Technical Strategy
A veteran of the financial services industry and longtime market technician, Mike Gibbs is head of the Raymond James Equity Portfolio & Technical Strategy team. He joined Raymond James in 2012 with its acquisition of Morgan Keegan. His tenure at Morgan Keegan began in 1986, when he joined the firm as a financial advisor, and continued with appointments as senior investment strategist in 2003 and director of equity strategy in 2009. In 2014 he was named director of Equity Portfolio & Technical Strategy. Mike is responsible for the Guided Model Portfolios offered by his group as well as the U.S. equity sector research and recommendations. Additionally, he serves on the Raymond James Investment Strategy Committee. He holds Series 7, 63, 65, 86 and 87 licenses and has been a practicing market technician since 1990.
Mike’s insight has been featured on various financial news networks, including Fox Business News, CNBC and Bloomberg, as well as in media such as The Wall Street Journal, The New York Times, MarketWatch and Bloomberg Business.
Director, Alternative Investments - Private Markets
Carlos Muñoz-Lucas is a Director of Private Markets in the Alternative Investment Group of Raymond James Global Wealth Solutions, where he is responsible for the distribution and product management efforts in support of private market fund offerings (including private equity, private debt, infrastructure, and real estate).
Carlos joined Raymond James in 2016 through the acquisition of Alex. Brown from Deutsche Bank where he joined in 1998. Before taking on his current role in 2008, he worked as an investment strategist – a role that included research and quantitative analysis of the global economy and financial markets, as well as the communication of the bank’s investment view. Prior responsibilities at Deutsche Bank included assisting institutional and high-net-worth clients in structuring and positioning portfolios through asset allocation and quantitative analysis. Before joining Deutsche Bank, Carlos was a foreign exchange analyst with Capital Foreign Exchange and Ruesch International. Carlos received a B.B.A. with a concentration in International Business and an M.B.A. from Loyola University in Maryland.
Kimberly Payne, CFP®
Wealth Consultant – Northeast Region
A CERTIFIED FINANCIAL PLANNER professional, Kimberley brings nearly 20 years of experience to her current position as a wealth planning consultant. She specializes in helping clients pursue a wide array of financial goals – from building wealth at the prime of their careers to helping create the retirements they’ve always dreamed of. As a CFP® professional, Kimberley has also taken an extra step to demonstrate her commitment to delivering holistic service and her dedication to practicing with higher ethical standards. Kimberley proudly joined Raymond James in 2019. Her past roles include serving as client advisor in The Northern Trust Company, where she provided comprehensive financial planning, including investment guidance and trust administration, to high-net-worth and ultra-high-net-worth clients. Prior to that, Kimberley held a client support position in Morningstar, where she provided training and assistance to both financial advisors and individual investors and helped them navigate the firm’s databases and online services. Before joining the financial field, Kimberley served as a meeting planner, using her exceptional client service skills to plan events for investment seminars held by several well-known organizations.
Kimberley holds a Bachelor of Arts from Greensboro College in political science and Spanish. She also holds a Master of Business Administration with an emphasis on finance and marketing from the University of South Florida. After graduating college, Kimberley served in the Peace Corps teaching English as a second language in Romania. She also spent a year as an item writer for the CFP® Board of Standards, and two years serving on the board’s Discipline and Ethics Commission. Kimberley has continued pursuing her higher education goals by attending Mitchell Hamline School of Law.
Vice President, Trust Consultant
Phil Snow is a vice president and trust consultant at Raymond James Trust. His role is to work with financial advisors and their clients in the Northeast region to educate them about trust services provided through Raymond James Trust.
Phil has over 35 years of experience in the area of trust and estate services. Prior to joining Raymond James Trust, he was director and senior trust consultant with UBS Trust Company for over five years and with Morgan Stanley Trust as a vice president and senior trust consultant based in Wilmington, Delaware, for 10 years.
Phil earned his bachelor’s degree from Rutgers University in New Brunswick, New Jersey, and graduated from the Central Atlantic School of Trust at Bucknell University. He is also a certified paralegal with an honors certification in estate planning and trust administration from Widener University. Phil obtained his TEP professional designation from the Society of Trust and Estate Practitioners.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals