Our Team

Paul, a Chartered Financial Consultant, has spent nearly four decades helping clients design and manage comprehensive financial plans tailored to their unique goals and life stages. At Raymond Wealth Management, he leads portfolio management, planning, and implementation, delivering a personalized approach rooted in clarity and education, and guided by a proprietary investment process he has carefully developed and refined throughout his career.

Paul is married to Beata and is the proud father of three children: Matthew, Adriana, and Nicole. Outside the office, he enjoys golf and tennis, serves as an active board member at St. Luke Catholic School, and is a devoted parishioner of St. Luke Parish in Southington.

2025 Five Star Wealth Manager Award Winner

Seven-year winner

PAUL J. RAYMOND

Founder & Managing Partner

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Stephen joined Raymond Wealth Management in 2015, where he plays a key role in analyzing the firm’s equity strategies, including research, portfolio management, and trading. He also contributes to the development of investment strategy, with a focus on sector allocation, individual stock selection, and cash management.

Stephen graduated as Valedictorian from Nichols College, earning a Bachelor of Science in Finance and Accounting, and went on to receive his Master of Science in Finance from Bentley University. Outside of the office, he enjoys running, reading, and playing tennis.

Jolanta joined Raymond Wealth Management in 2015 and now serves as Branch Operations Manager, where she oversees the firm’s day-to-day operations and helps ensure a seamless client experience. In her role, she works closely with the advisory team to support operational strategy, refine internal processes, and ensure every client interaction reflects the firm’s commitment to exceptional service.

Jolanta earned her Bachelor of Science in Finance from Central Connecticut State University. Outside of the office, she enjoys running, reading, and spending time with family and friends.

Patrycja serves as Project Manager at Raymond Wealth Management, where she leads initiatives designed to enhance the client experience and support the firm’s overall operations. She plays a key role in improving processes and implementing solutions that help the team deliver consistent, high-quality service.

Patrycja earned her bachelor’s degree in Marketing and Management from Central Connecticut State University. Outside of work, she enjoys going on walks, crafting, and spending time with her family.