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Our Team

Tamar Mogilski, CLU®, ChFC®, CFP®

CEO, Financial Planner

Brian Bedford, ChFC®, CASL®, AIF®

President, Financial Planner

Robert Fox, CFP®, ChFC®, CLU®

Financial Advisor, RJFS

Martha Trumbull

Office Manager

Samuel Zito

Investment Consultant

David Korody

Healthcare Specialist, LFP

Hannah Trumbull

Client Service Associate

Shayne Mogilski

Digital Marketing Associate

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Location
Naples, FL
780 5th Ave. S
Suite 200
Naples, FL 34102
View Map and Directions
Phone: 239-309-0632
Toll Free: 855-864-0644
Rochester, NY
1485 Monroe Avenue
Rochester, NY 14618

View Map and Directions
Phone: 585-241-5250
Toll Free: 855-864-0644
Oswego, NY
106 W. Utica Street
Suite A
Oswego, NY 13126
View Map and Directions
Phone: 315-800-5804
Toll Free: 855-864-0644
 
Disclaimer

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Planning and Independent Advisor Group are not registered broker/dealers and are independent of Raymond James Financial Services.

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