Richard Caccamise
Managing Director at Raymond James
- Role
- Managing Director, Senior Vice President - Investments, Branch Manager at Raymond James
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Richard Caccamise
Raymond James financial advisors may only conduct business with residents of the states…
Experience
Managing Director, Senior Vice President - Investments, Branch Manager
Jan 1998 — Present · Fort Lauderdale, FL, US
Believing that every investor should have a customized, comprehensive investment plan that addresses specific needs and objectives, for over 30 years, Richard Caccamise has been developing tailored investment and financial planning solutions for clients including corporations, families, and not-for-profit organizations.Richard draws upon the tremendous resources of Raymond James to help him deliver the highest quality service. With access to industry leading investment research, premier technology capabilities, and a wealth of investment alternatives, Richard’s clients enjoy the confidence of working with one of the nation’s leading investment firms while experiencing a level of personal attention and independent advice typically associated with smaller firms.A veteran of Raymond James, Richard Caccamise, has been recognized as one of Raymond James’ top financial advisors as a member of Raymond James 2016 Chairman\'s Council.* He holds a Bachelor of Science degree in Accounting from the Pennsylvania State University. He is active in the community and sits on the Board of several not-for-profit agencies. In his spare time, Richard enjoys boating, running, and spending time with his wife, Theresa, and their four children.*Membership is based on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
Skills
- Financial Advisory
- Investments
- Series 7
- Securities
- Mutual Funds
- Portfolio Management
- Asset Allocation
- Retirement Planning
- Strategic Financial Planning
- Investment Advisory
- Wealth Management
- Strategic Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.