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
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