Our Teams

Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.

Our advisors develop deep relationships with clients. We take a holistic approach to solving their problems and this is why many clients have grown up with our firm. They see us as a trusted advisor who provides a sounding board, creative engine and path-clearer to their goals.

Search our listing of financial advisors and Raymond James registered representatives here.

Financial Advisors and Service Teams

Investment Group

Insurance Group

Corporate Retirement Plans Group

Financial Planning Group

Operations and Compliance

  • Thomas Scanlan

    PWA Chief Compliance Officer and Chief Operations Officer

  • Lisa Donelson

    Compliance and Operations Manager

  • Naomi Wolowitz

    Marketing Manager

  • Lauren Bernal

    Senior Operations Associate

Firm Management