Your team – brings knowledge, experience, integrity

With decades of investment industry expertise, we can develop an appropriate investment strategy to suit your goals.


Brian R. Worth, PhD, DIC, CIM

Senior Portfolio Manager, Private Client Group

Brian and Gerald are ultimately responsible for investment plans and managing the portfolios.

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Gerald Allaye-Chan, BA, CIM, CIWM®

Senior Portfolio Manager, Private Client Group

Gerald and Brian are ultimately responsible for investment plans and managing the portfolios.

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Wanda Whittingham

Financial Advisor Assistant, Raymond James Ltd.


Wanda handles administration processing, deals with client service inquiries and coordinates tax information for both institutional and private clients.

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CFP®, Certified Financial Planner and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.