Raymond James has added Martin Lutschaunig, a former financial advisor at Janney Montgomery Scott. At Janney, he managed approximately $265 million in assets.
Operating from Yardley, Pennsylvania, Lutschaunig leads Lutschaunig Wealth Management alongside Branch Manager Patricia Niles. Their client base pertains mostly to health care professionals, female investors, and retirees.
With a career beginning in 1992 at Merrill Lynch, Lutschaunig brings extensive experience to his new role. He also spent the last 10 years of his career affiliated with Janney. Patricia Niles, joining him, started her career in 2000 with Tucker Anthony and has worked with several notable firms including RBC, Merrill Lynch, Morgan Stanley, and Janney. Both bring a wealth of industry knowledge and expertise to Raymond James.