Brian Locatelli: Your Trusted Senior Financial Advisor at Raymond James
Brian Locatelli stands as a dedicated Senior Financial Advisor associated with Raymond James Financial Services, operating from Ukiah, California. A lifelong resident of Mendocino County and a fourth-generation local, Brian brings a deep-rooted understanding of the community to his financial practice. Located within Savings Bank of Mendocino County, Brian can be reached at (707) 462-6613 ext. 1311, or through his professional page: https://www.raymondjames.com/brianlocatelli.
Brian’s commitment to financial excellence is underpinned by his Bachelor of Science degree in Business Administration, earned with Magna Cum Laude honors. His journey with Savings Bank began in 2015, culminating in his transition to Raymond James Financial Services in 2018. This pivotal move allowed him to leverage the extensive resources of Raymond James while continuing to serve the community he cherishes. Holding the Series 7 Securities License, Brian is well-equipped to offer comprehensive financial guidance to his clients. Outside of his professional endeavors, Brian enjoys the natural beauty of Mendocino County, often found exploring the outdoors.
Rachael Peaslee: Dedicated Financial Advisor’s Assistant Supporting Raymond James Clients
Rachael Peaslee serves as the Financial Advisor’s Assistant at Raymond James Financial Services, working alongside Brian Locatelli to deliver exceptional client support. Also a proud Mendocino County native and Ukiah resident, Rachael’s dedication to her hometown is mirrored in her professional commitment. Her financial industry experience began in 2002 when she joined Savings Bank, where she served for 18 years before transitioning to the Investments Department with Raymond James. Rachael’s extensive experience within the financial sector and her focus on client satisfaction make her an invaluable asset to clients of Raymond James Financial Services. She can be reached at (707) 462-6613 ext. 1310, ready to assist with your financial inquiries.
Raymond James Financial Services: Your Partner in Financial Well-being in Ukiah
Raymond James Financial Services operates from Savings Bank of Mendocino County, situated at 200 N. School St., Ukiah, providing a convenient local access point for comprehensive financial services. It’s important to note that securities are offered through Raymond James Financial Services Inc., a member of FINRA (http://www.finra.org) and SIPC (https://www.sipc.org/). These investments are not बैंक-insured, FDIC insured, or guaranteed by any government agency, and carry investment risks, including potential loss of principal. Savings Bank of Mendocino County is not a registered broker/dealer and functions independently of Raymond James Financial Services. Investment Advisory Services are available through Raymond James Financial Services Advisors, Inc.
For a deeper understanding of the breadth of services and expertise available, please visit the official Raymond James Financial Services website. Raymond James financial advisors are authorized to conduct business only in states and/or jurisdictions where they are properly registered, which may cause slight delays in response depending on your location. Not all services and investments are available in every state, and international investors should be aware of their local securities and tax regulations. For specific details and availability, contacting your local Raymond James office is recommended.
Disclaimer: Links provided are for informational purposes only. Raymond James is not affiliated with, nor endorses or sponsors, any linked websites or their sponsors, and is not responsible for their content or data collection practices.
Raymond James Legal Disclosure
For background checks on Raymond James and its investment professionals, please utilize FINRA’s BrokerCheck.
