Raymond James recently recruited financial advisors Dan Foran, his son John Foran and daughter Jessica Foran, who operate as Foran Financial Group. Also joining Raymond James are Brian Sweatt and Mark Walters operating as Sweatt & Walters, Insurance & Investment Advisors.
Based in Green Brook, N.J., the teams operate as two independent firms, but share many resources and clients. Previously with LPL Financial, they collectively manage about $200 million in client assets.
Dan Foran is president and founder of Foran Financial Group. He has more than 30 years of experience in financial management and specializes in retirement planning and income distribution.
John Foran is a financial advisor and Jess Foran is a wealth advisor.
Sweatt has more than 30 years of investment services experience and serves individual and corporate clients with retirement planning and employee benefits such as 401(k) plans.
Walters has more than 40 years of financial industry experience and serves as an administrator for pension and profit-sharing plans.
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