About

Financial & investment Services

John Cimmiyotti is a Branch Manager with Raymond James and Chrissy Wollard is a Financial Advisor. While focusing our business on our clients’ individual financial objectives, John and Chrissy believe the most successful wealth management strategies look at the big picture. It is this comprehensive, solution focused approach, delivered with constant personal attention and a commitment to our clients’ best interests, that sets John and Chrissy apart.

John and Chrissy are dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, we are able to gain a comprehensive understanding of your needs and goals. John and Chrissy work hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions of portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.