Jose M. Diaz Jr. CFP®
Assistant Vice President, Wealth Management Financial Advisor, RJFS
Jose is a Financial Advisor with Raymond James Financial Services at Union Savings Bank. While focusing on his clients’ individual financial objectives, Jose believes the most successful investment strategies look at the big picture. Jose strives to provide a comprehensive, strategy-focused approach utilizing investment strategies, retirement planning (including IRAs, 401(k)s), 529 education savings plans, and more.
A Connecticut native, Jose graduated from Central Connecticut State University and completed his CFP® coursework at Fairfield University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the CFA Institute and CFA Society of Hartford. He joined Union Savings Bank in 2011 and Raymond James in 2013.
You can reach Jose at jose.diaz@raymondjames.com
