With decades of investment industry expertise, we can develop an appropriate investment strategy to suit your goals.
Brian R. Worth, PhD, DIC, CIM
Senior Portfolio Manager, Private Client Group
Brian and Gerald are ultimately responsible for investment plans and managing the portfolios.
Gerald Allaye-Chan, BA, CIM, CIWM®
Senior Portfolio Manager, Private Client Group
Gerald and Brian are ultimately responsible for investment plans and managing the portfolios.
Wanda Whittingham
Financial Advisor Assistant, Raymond James Ltd.
Wanda handles administration processing, deals with client service inquiries and coordinates tax information for both institutional and private clients.
CFP®, Certified Financial Planner™ and 
are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
