John Lipari, Melissa Montalvo and Cindy Berrios

In the community

At Lipari and Associates, our mission is to provide financial freedom to our clients, who are our “north star.”  We align our practice on principles and transparency. Over the years we’ve been able to build our clientele by serving clients well enough to earn their trust, their friendship, and their referrals. Collectively, we continue to shift towards an abundant mindset while valuing the gift of generosity. The team has given time and resources to many charities through the Donor Advised Fund of NCF Foundation and Adopt-A-Family.

Welcome! Learn more by clicking on each link:

NCF Foundation

https://www.ncfgiving.com/

Adopt – A – Family

https://www.aafpbc.org/

Raymond James is not affiliated with the above organizations and/or charitable causes.

It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan

The future at your fingertips

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.. Lipari & Associates Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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