Kelly Anderson, the Northeast regional director for the firm’s employee advisor channel Raymond James & Associates (RJA), announced that they have recently welcomed financial advisors Vincent “Vinny” Zaccardi, CRPCTM, CPWA, Nicholas “Nick” Zaccardi, CPWA, CPFA and Gerard Mattaliano, CFP to RJA.
Based out of Burlington, Massachusetts, the advisors and senior client service associate Dawn Balinelli operate as The Zaccardi Group of Raymond James. The group previously managed over $435 million in client assets at Merrill Lynch and joined RJA’s New England complex, led by complex manager Bill Drew.
As an experienced professional in the financial services industry, Vinny serves clients as senior vice president of investments. And he held various roles at Merrill Lynch over his 31-year tenure at the company. Vinny graduated from Bryant University with a bachelor’s degree in business administration and earned the Chartered Retirement Planning Counselor and Certified Private Wealth Advisor professional designation.
Nick has over a decade of financial industry experience and began serving clients as a financial advisor in 2013 at Merrill Lynch. He holds the Certified Private Wealth Advisor and Certified Plan Fiduciary Advisor designations, in addition to a Bachelor of Science in economics and finance from Bentley University.
Mattaliano started working in the financial services industry in 2016 and has held advisor positions at Morgan Stanley, Charles Schwab and Merrill Lynch. And in addition to his designation as a certified financial professional, he is a graduate of Clemson University with a Bachelor of Science in finance.
RJA is a wholly owned subsidiary of Raymond James Financial, one of the nation’s premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. And total client assets are approximately $1.41 trillion as of April 30, 2024.
KEY QUOTES:
“Aligning with Raymond James provides us the freedom to objectively advise and serve our clients to the best of our ability. We’re empowered to have meaningful conversations about wealth and their personal goals while still enjoying the robust resources of a large firm. Additionally, the firm has a compelling reputation for strength and stability, grounded in conservative management and high ethical standards.”
– Nick Zaccardi, first vice president, investments
“I am delighted that Raymond James continues to attract advisors like Vinny, Nick and Gerard, who exhibit a notable passion for guiding clients toward achieving their long-term financial goals. We look forward to collaborating with them as they further augment their practice and capabilities.”
– Kelly Anderson
