Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
St. Petersburg, FL • raymondjames.com
Shelton, CT • procyonpartners.net
Procyon Partners
Raymond James
Key Contact(s)
Key Contact(s)
Thomas Gahan 475.232.2703 • tgahan@procyonpartners.net Amber Kendrick 475.232.2715 • akendrick@procyonpartners.net
Don MacQuattie 727.567.1176 • don.macquattie@raymondjames.com John Carelli 727.567.4959 • john.carelli@raymondjames.com Kelly Amato 415.909.0709 • kelly.amato@raymondjames.com
Firm Profile We are our client’s trusted partner, helping Plan Sponsors prudently address their fiduciary responsibilities in an increasingly litigious world while engaging with their employees to pursue the retirement outcome they deserve.
Primary Market(s) Served Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available • Preferred Provider Program • Retirement Sales Desk Representative • Business Development Consultants • Recruiter for Retirement Plan Advisors • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools
Firm Profile Business led by our principles. People-driven. Values-built. Future-focused. They’re the core tenets that have been fundamental to our firm for almost six decades. They’re also the ideals that drive environmental, social and governance best practices to build a more sustainable future. In other words, corporate responsibility is just another way to describe the way we’ve always done business. People are the center of all we do. Raymond James has always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: People.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
Options Available • Retirement Sales Desk Representative
• Participant Advice/Participant Services
• Field-Based Business Development Consultants
• CRM/Data Aggregation
• Recruiter for Retirement Plan Advisors
• Internal Rollover Program
• 3rd Party Vendor Analysis Tool
• Allows Fiduciary Declaration 3(21)/3(38)
• Other Tools
• Custom Risk Based/Target Date Models
• Benchmarking Tools
• 408(b) (2) - In-House or Outsourced
• Participant Services
• Plan Sponsor Fiduciary Training
• CRM/Data Aggregation
• Stable Value Analysis
• Allows Fiduciary Declaration 3(21)/3(38)
• Minimum Fee Schedules
• Custom Risk Based/Target Date Models
Home Office Employees Supporting the Business
• 408(b) (2) - In-House or Outsourced
43
• Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business
55
NAPABLACKBOOK2023
87