MARK PALIOS - Key Persons

Job Titles:

• Senior Client Services Manager

Throughout her career in financial services, Julie has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner. She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties. Before joining our team in June 2001, Julie was a Trading Assistant at Comprehensive Capital. She earned a bachelor's degree in Finance from Hofstra University. Julie lives in East Meadow with her husband Michael and children, Reagan & Avery. In her free time, she enjoys spending time with her children and family vacations. Julie gives back to her community. She volunteers with Habitat for Humanity as well as The Town of Hempstead Animal Shelter.

Job Titles:

• Senior Client Services Manager

Tammy has been in the financial services industry since 2001. She has her Series 7 and Series 63 licenses and joined Raymond James in 2008. Tammy has extensive customer service experience, working with individual investors, corporate executives and business owners. She received a bachelor's degree in marketing from George Washington University and a Master of Business Administration from Fordham University. Tammy currently resides in Plainview, New York, with her husband and three kids.

Job Titles:

• Resources Include Professionals

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 website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. TEN10 Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James' extensive resources include professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Rob works diligently to help you develop both your personal financial plan and a detailed investment strategy. Rob's planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals. Originally from Garden City, New York, Rob graduated from Quinnipiac University with a Bachelor of Science in finance. Prior to joining Raymond James in 2019, Rob worked for A.G. Edwards for 14 years and with Janney Montgomery Scott for 10 years. Rob serves as president of the Garden City TMA, an 80-year-old organization/booster club that funds the extra needs of Garden City High School's sports teams. Away from the office, he enjoys coaching his kids in lacrosse and playing golf. Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it.

Job Titles:

• Financial Needs of Healthcare Professionals
• Managing Partner Financial Advisor, RJFS

Rob Cappello has been serving the financial needs of healthcare professionals, retirees, investors and business owners, as well as their families, for more than 25 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. As your financial advisor, Rob takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Rob works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.