Meet Our Team
Frederick “Rick” F. Judd, III, CFP®
Executive Vice President, The Wealth Group, Consumer Lending, and Innovation Center
Patricia A. Carlson
Senior Vice President, Wealth Department Manager
E. Keith Wirtz, CFA®
Vice President, Chief Investment Officer
Susan E. Anderson, CTFA
Vice President, Senior Portfolio Manager
John E. Celli
Vice President, Investment Portfolio Manager
Stephen So, CIMA®
Vice President, Investment Portfolio Manager
Brandon J. Angotti, CFP®, CTFA, CEPA®, CRPC®
Vice President, Senior Wealth Financial Planning Manager
Rosalie Graczyk, CTFA
Vice President, Senior Trust Officer and Fiduciary Advisor
Kimberly Downey, CTFA
Vice President, Trust Officer and Fiduciary Advisor
Fahad Hasan, CFA®
Vice President, Director of Portfolio Management
Raymond James® Financial Advisors
Vincent Camarota Jr.
Vice President, Department Manager | Financial Advisor, RJFS | Wealth Management Officer
Jose M. Diaz Jr. CFP®
Vice President, The Wealth Group Financial Advisors | Financial Advisor, RJFS
Hannah Huntley
Assistant Vice President, The Wealth Group Financial Advisors | Financial Advisor, RJFS
Pamela Ciccone
Financial Services Associate