Our Partners

Larry Adam, CFA, CIMA, CFP^®
Chief Investment Officer

Larry Adam joined Raymond James in 2018 as the Chief Investment Officer for Private Client Group. Prior to joining Raymond James, Larry, as a Managing Director, held the dual roles of CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private Wealth Management. He sat on the U.S. Investment Committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios. He was also a member of Deutsche Bank’s Global Investment Committee that formalizes and establishes the global house view. Prior to being named Deutsche Bank’s Global Chief Investment Strategist, Larry was the head of the Asset Allocation and Quantitative Analysis Group, the group responsible for analyzing and implementing client-specific asset allocation strategies. He joined Deutsche Bank Alex. Brown in 1992.

Larry received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a Masters Degree in Business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst^® designation in 1996, Certified Investment Management Analyst^® designation in 2001 and CERTIFIED FINANCIAL PLANNER certification in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.

Stefan Mayershoff
Vice President, Banking Consultant

Stefan has spent the last 30 years in financial services in a variety of roles with companies such as USAA, Wells Fargo Private Bank, Truist and Morgan Stanley Private Bank. His experience includes retail banking, residential and commercial mortgages, investment management, goals-based financial planning, and trust and estate planning. This diverse background allows him to bring a dynamic array of expertise to the teams he supports, and to provide customized solutions for his clients’ banking and lending needs.

Stefan is currently serving in the U.S. Navy Reserves as a chief hospital corpsman. He has deployed once (in 2021) with Task Force Commitment in support of COVID-19 mitigation for Marine Corps Boot Camp, Paris Island, South Carolina. He is married to Rachel, and has two children in college in Orlando. In his limited spare time, he enjoys reading, competitive tennis and volleyball, video games, and projects around the house.

Born and raised in Bucks County, Pennsylvania, Stefan is excited to be returning to the Mid-Atlantic after a 15-year stay in Tampa.

Ed Mills
Managing Director, Washington Policy

Ed Mills joined Raymond James in November 2017 as a managing director and Washington policy analyst, bringing more than 15 years of Washington, D.C., experience. Mr. Mills concentrates on the impact of Wall Street reform and housing finance policy on the financial markets and provides in-depth analysis of student lending, budget, and corporate taxation policy. He is frequently consulted by policymakers and stakeholders, and his work has been featured extensively in media outlets, including the Wall Street Journal, New York Times, Washington Post, American Banker, and CNBC. Prior to joining Raymond James, Mr. Mills spent more than seven years as an analyst and head of the Washington Policy Group at FBR & Co and nearly a decade on Capitol Hill. He worked in both the House of Representatives and the U.S. Senate, serving as a professional staff member for the House Financial Services Subcommittee on Financial Institutions and Consumer Credit, a financial services policy advisor for Congresswoman Carolyn Maloney of New York, and a senior banking and finance policy advisor for the U.S. Senate Committee on Small Business and Entrepreneurship. He holds a B.A. in political science from Boston College.

CARLOS MUÑOZ-LUCAS
Director, Alternative Investments - Private Markets

Carlos Muñoz-Lucas is a Director of Private Markets in the Alternative Investment Group of Raymond James Global Wealth Solutions, where he is responsible for the distribution and product management efforts in support of private market fund offerings (including private equity, private debt, infrastructure, and real estate).

Carlos joined Raymond James in 2016 through the acquisition of Alex. Brown from Deutsche Bank where he joined in 1998. Before taking on his current role in 2008, he worked as an investment strategist – a role that included research and quantitative analysis of the global economy and financial markets, as well as the communication of the bank’s investment view. Prior responsibilities at Deutsche Bank included assisting institutional and high-net-worth clients in structuring and positioning portfolios through asset allocation and quantitative analysis. Before joining Deutsche Bank, Carlos was a foreign exchange analyst with Capital Foreign Exchange and Ruesch International. Carlos received a B.B.A. with a concentration in International Business and an M.B.A. from Loyola University in Maryland.

Kevin Butler, CPFA
Retirement and Endowment Specialist
Institutional Fiduciary Solutions

Kevin is a member of the Retirement and Endowment Specialist (RES) Team within the Raymond James Institutional Fiduciary Solutions department. As a member of the RES Team, he supports financial advisors in implementation of Fiduciary Best Practices, benchmarking, proposals, Investment Policy Statement reviews, and acts as a general subject matter expert as it pertains to servicing retirement plan and institutional clients.

Prior to Raymond James, Kevin worked at John Hancock as a Consolidation Specialist, acting as a fiduciary for plan participants in helping facilitate rollovers from outside accounts into their 401(k) plan. Most recently he worked as Internal Sales Consultant, collaborating with financial advisors to enhance value proposition and develop strategies to maximize the effectiveness of growing retirement plan business. In September of 2023, Kevin joined the team at Raymond James, supporting Raymond James advisors in the Northeast.

THOMAS MORGAN
Trust Consultant

Tom Morgan is a vice president and trust consultant at Raymond James Trust. His role is to work with financial advisors and their clients in the Northeast region to educate them about trust services provided through Raymond James Trust.

Tom has over 25 years of experience in the area of trust and estate services. Prior to joining Raymond James Trust he was a trust and estate specialist with Comerica Bank & Trust N.A. for over five years, a wealth management consultant at UBS Financial Services for five years and a trust and estate specialist for Merrill Lynch Trust Company for 12 years.

Tom earned his bachelor’s degree at Roger Williams School of Finance. He also earned his Certified Trust and Fiduciary Advisor (CTFA) designation.

MONICA WIESEL, CFP^®, RICP^®
Financial Planning Consultant

Monica uses her expertise in financial planning to support financial advisors, providing thoughtful solutions to client issues. She joined Raymond James through the acquisition of Morgan Keegan in 2012.

She held high‐level roles including senior financial planner, financial advisor for MK Direct, first vice president, and core trainer for the Raymond James conversion training program. Monica is a CERTIFIED FINANCIAL PLANNER^™ professional, a Retirement Income Charter Professional^®, and has 20 years of experience in the financial services industry. She earned a Bachelor of Science in commerce and business administration from the University of Alabama in Tuscaloosa.

She holds Series 6, 7, 63 and 65 licenses as well as life, health and variable annuity licenses; and is a member of the Financial Planning Association’s Mid‐South Chapter and the National Alumni Association of the University of Alabama. In her free time, she enjoys yoga, international travel, watching college football and listening to live music.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™,   and   in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James does not provide tax or accounting services.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James is not affiliated with the above organizations and/or charitable causes.