About
About Raymond James
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. have more than 4,750 financial advisors serving 1.6 million accounts in 2,200 locations throughout the United States, Canada and overseas.
Lisa James

Lisa has been in the business since 1992. She has held the positions of operations administrator and senior investment assistant.
In her spare time she enjoys being with her family and supporting her son's youth hockey team.
Todd Warburton
Todd began working in the financial services industry in 1989 as an advisor to trust and investment clients in the banking industry. Focusing on retirement and estate planning, he specializes in Asset Allocation strategies and Tax-Favored investing.
Paula Boyka
Paula has been in the investment business since 1985. She helps provide financial solutions for individuals, businesses and non-profits. She specializes in retirement planning and managing inherited wealth. In 1999, she earned the designation of certified investment management analyst (CIMA) offered by the Wharton School of Business at the University of Pennsylvania and became a member of the Investment Management Consultants Association.
Guides for the Journey

Managing your wealth is like a journey. Our mission is to help clients plan the journey and be prepared to address changes that may occur along the way. By fostering a close and active relationship, we empower our clients with the confidence and clarity needed to make intelligent and informed decisions about their future.