Raymond James announced it welcomed financial advisor Mary Lauritano, CFA, to Raymond James & Associates (RJA) – which is the firm’s employee advisor channel, as revealed by Gregg Stupinski, Southeast division director for RJA. As managing director, Lauritano heads Lauritano Wealth Management of Raymond James and is joined by senior client service associates Natalia Morales and Melody Price.
Together, they serve high-net-worth individuals and families, business owners, and executives across the country as members of RJA’s Carillon branch, led by branch manager Paul Manfrey and complex manager Michelle Lynch, in St. Petersburg, Florida. And she arrived from UBS Financial Services, managing approximately $525 million in client assets.
With 37+ years of experience in financial planning and investment management, Lauritano brings extensive expertise to her role. And she holds the Chartered Financial Analyst designation and most recently served at UBS Financial Services for 19 years. Her experience is backed by a bachelor’s degree from the University of Virginia and an MBA from New York University’s Stern School of Business.
KEY QUOTES:
“Our practice remains focused on positively impacting our client’s families and their financial well-being. After extensive due diligence, Raymond James stood out for its unwavering client-first, people-centric culture and robust support to enable advisors to serve the diverse needs of clients. Aligning with Raymond James empowers us to take our client service to a higher level with extensive support, access to specialized subject matter teams, an exceptional array of products and state-of-the-art technology. Additionally, we were particularly attracted to the firm’s conservative business philosophy, financial strength, commitment to strong ethical standards and community support.”
– Mary Lauritano
“We are pleased to welcome Mary Lauritano to Raymond James. Her expertise and client focus enhances the level of service we provide to our clients and aligns perfectly with the firm’s values. We are looking forward to supporting her team and their continued success.”
– Gregg Stupinski
