Raymond James Investment Services
Senior Financial Advisor, Raymond James Financial Services
(707) 462-6613 ext. 1311
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.
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.
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