Raymond James

Raymond James in Rochester, NY operates a full-service financial advisory branch at 100 Meridian Centre Blvd, Suite 315, in the Town of Brighton. The office is home to multiple advisory teams working under the Raymond James umbrella, each focused on personalized wealth management and financial planning. The branch takes a team-based approach to serving clients, pairing advisors with support staff to cover a broader range of financial needs.

The Rochester branch provides financial planning and investment advisory services across several key areas:

• Retirement planning and income strategies
• College tuition funding
• Legacy and estate planning
• Personal finance and budgeting guidance
• Portfolio management with diversified investment strategies

Advisors at the branch work to build customized portfolios that account for individual risk tolerance, life stage, and both short- and long-term financial goals. The office houses several distinct advisory practices, including BDP Wealth Management (led by Keith Bock, CFP® and Mark Downey, CIMA®, both Senior Vice Presidents, Investments), Colby Financial Guidance (led by Michael C. Colby, CFP®, AAMS®), Hartstein Wealth Management, Brown Wealth Partners, and Fitzgerald Custom Wealth Planning. Additional team members include Nicholas J. Sarto, WMSTM, Associate Vice President of Wealth Management, and Jeff D. Wolk, AIF®, Senior Vice President, Investments.

This Raymond James branch is structured around a multi-team model, giving clients access to advisors with different credentials and specializations — from Certified Financial Planners to professionals holding CIMA® and AIF® designations — all within a single office. The branch emphasizes a disciplined planning process that monitors both domestic and global markets to adjust client portfolios as conditions change.

The office sits within the Meridian Centre office park in Brighton, just off South Winton Road and south of Interstate 590. The park offers free, convenient parking for visitors. Meridian Centre is a professional hub in central Monroe County that also borders a 24-acre public park with walking trails connecting to the NYS Erie Canal path. The location places the branch near the intersection of I-590 and Winton Road, making it accessible from most parts of the greater Rochester area.