Raymond James welcomes New York advisor team managing approximately $500 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Todd Harris, Connie Gilderhus, LUTCF®, Sarah Fuller, CFP®, Robert Conderman and Joseph Palma to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Daniel Cole, Northeast division director for RJFS.
Operating as Harris Wealth Partners in Rochester, New York, the team arrives from Commonwealth Financial Network where it managed approximately $500 million in client assets. The practice provides financial planning and guidance to families and individuals, business owners, corporate executives and retirees. The advisors are joined by Executive Assistants Melissa Rigdon and Taylor Rynders and Client Relations Manager Rochelle Bober.
“Our team has always believed that strong client service starts with having the right culture and resources behind us,” said Harris. “Our client-focused approach has guided our practice for years, and Raymond James offers the stability, reputation and technology platform that enhances it.”
Harris brings more than 20 years of financial services industry experience to his role as principal of the team. He holds bachelor’s and master’s degrees in chemistry as well as a master’s degree in science education from Syracuse University.
Gilderhus brings over 15 years of financial services experience to her role as managing partner. She earned a bachelor’s degree from Roberts Wesleyan College and holds the Life Underwriter Training Council Fellow® professional designation.
Fuller serves as a senior partner and brings more than 35 years of experience in financial planning and investment management. She holds the CERTIFIED FINANCIAL PLANNER® designation.
Conderman, senior partner, began his financial services career in 2008 and continues to emphasize long-term client relationships and a disciplined approach to building wealth.
A Rochester native, Palma serves as a senior partner and is a graduate of Niagara University. He began his career in investment management in 2007 and strives to provide every client with a collaborative, relationship-based partnership.
“Todd, Connie, Sarah, Robert and Joseph have built a deeply experienced team with a clear commitment to personalized planning and long-standing client relationships,” said Cole. “Their decision to join Raymond James reflects the value of an independent platform that offers robust resources while allowing advisors to preserve their quality of service.”
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.93 trillion as of July 31, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Harris Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
LUTCF® and Life Underwriter Training Council Fellow® are registered service marks of The American College of Financial Services.