Raymond James Investment Services
Brian Locatelli
Senior Financial Advisor, Raymond James Financial Services
(707) 462-6613 ext. 1311
https://www.raymondjames.com/brianlocatelli
Brian is a 4th generation Mendocino County resident, born and raised in Ukiah. He came to work at Savings Bank in 2015. His education includes a Bachelor of Science degree in Business Administration, graduating Magna Cum Laude. In 2018 he accepted the Raymond James Financial Advisor position and received his Series 7 Securities License. Brian considers himself very lucky to live in the community where he was raised and to be surrounded by his family. When not at work, Brian spends a lot of his time outdoors, enjoying this beautiful county.
Rachael Peaslee
Financial Advisor's Assistant, Raymond James Financial Services
(707) 462-6613 ext. 1310
Rachael is a Mendocino County native. She takes pride in her community and is pleased to be working in her home town of Ukiah. Rachael’s experience in the financial industry began in 2002 when she joined Savings Bank. After 18 years with Savings Bank she accepted the opportunity to work in the Investments Department as the Financial Advisor’s Assistant. Rachael is dedicated to providing excellent service to her current and future customers.
Raymond James Financial Services is located at Savings Bank of Mendocino County, 200 N. School St., Ukiah. Securities are offered through Raymond James Financial Services Inc. Member FINRA/SIPC and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Savings Bank of Mendocino County is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
Visit Raymond James Financial Services for more information.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users and/or members.
Raymond James Legal Disclosure
Check the background of this firm and these investment professionals on FINRA’s BrokerCheck