Our Team


RICH CARROLL,
CFP®
FINANCIAL ADVISOR

CHRISTOPHER LONG,
CFA, CFP®, AAMS®
INVESTMENT MANAGER

ANN ZANDER
BRANCH SERVICES MANAGER

JILL LONG
BRANCH ASSOCIATE

CAROL BREGLIO

Raymond James

And Intentional Wealth Strategies

We custody our client’s assets with Raymond James Financial Services, Inc. because we want you to have confidence knowing your money stays with an established institution you can trust. We put the needs of our clients first, and we chose to work with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.