Industry Resources

In an effort to complement the Practice Planning and Acquisitions service offering that Raymond James provides we have structured strategic alliances with several of the top industry experts and consultants within the financial services industry. These industry experts have provided advisors with high caliber expertise for several years and are widely regarded as elite consultants within their respective fields. Should you require consulting outside of your engagement with Raymond James rest assured we have aligned our offering with these top experts to meet your needs.

Practice Consulting

Moss Adams, LLP
Rebecca Pomering
1001 Fourth Avenue
Suite 2700
Seattle, WA 98154
206.442.2622
rebecca.pomering@mossadams.com
www.mossadams.com

Nexus Strategy, LLC
Timothy D. Welsh, CFP
57 Creek View Circle
Larkspur, CA 94939
415.847.4874
tim@nexus-strategy.com
www.nexus-strategy.com

Valuation Consulting

Moss Adams, LLP
Rebecca Pomering
1001 Fourth Avenue
Suite 2700
Seattle, WA 98154
206.442.2622
rebecca.pomering@mossadams.com
www.mossadams.com

Quist Valuation, Inc.
M. Brett Suchor CFA, ASA
10901 W 120th Ave.
Suite 350
Broomfield, CO 80021
866.551.7825
suchor@quistvaluation.com
www.quistvaluation.com


Investment Banking

Gladstone Associates, LLC.
Paul T. Lally, Managing Director
555 North Lane, Suite 5020
Conshohocken, PA 19428
610.834.1989
plally@GladstoneTA.com
www.gladstoneTA.com

BERKSHIRE CAPITAL SECURITIES LLC
Scott Ketner, Managing Director
535 Madison Avenue, 19th Floor
New York, NY 10022
212.207.1042
sketner@berkcap.com
www.berkcap.com


Legal Consulting

Stark and Stark
Tom Giachetti
993 Lenox Drive
Lawrenceville, NJ 08648
609-895-7255
tgiachetti@stark-stark.com
www.stark-stark.com


The above list of outside professionals is not a recommendation, endorsement or sponsorship by Raymond James. The outside professionals listed above are not affiliated with or employees of Raymond James. Raymond James does not take responsibility for the services provided by the professionals listed above nor does it monitor the quality of services provided.