Steve Gross and Luigi Muccitelli, RJFS

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Steve Gross and Luigi Muccitelli, RJFS Raymond James Financial Services My Approach
Are you looking for ways to reach your financial goals in today’s volatile market? That’s where I can help.

Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.Areas of Focus-Small Business-Estate Planning Strategies-Charitable Giving-Retirement Planning Strategies-Women's Financial Strategies-Saving for Education-Employee Stock OptionsQualifications-Financial Advisor -CFP® CERTIFIED FINANCIAL PLANNER™ practitioner-ChFC® Chartered Financial Consultant-Member, Financial Planning Association -Bachelor of Arts Degree EducationBachelor of Arts - Urban Studies, University of Pennsylvania, Philadelphia, PACommunity Participation-Briarcliff Manor Chamber of Commerce-Drive to Cure Diabetes-Temple Beth Am of Northern WestchesterAwards & Recognition

Senior Strategist Doug Drabik discusses that the measure of a successful swap is not simply a higher coupon or yield, bu...
11/02/2026

Senior Strategist Doug Drabik discusses that the measure of a successful swap is not simply a higher coupon or yield, but whether the transaction improves the portfolio in a way that justifies its costs and tradeoffs. Understanding what is gained, what is surrendered, and how the exchange supports the investor's objectives is what makes a swap successful.

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AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome co...
11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/30/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief...
10/30/2026

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.

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While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-...
10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

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Strategist Drew O'Neil discusses that while yields were higher just a few weeks ago, there's no guarantee they'll return...
10/26/2026

Strategist Drew O'Neil discusses that while yields were higher just a few weeks ago, there's no guarantee they'll return to those levels. Rather than trying to time the market, investors may benefit from focusing on today's opportunities and whether locking in current yields supports their long-term financial goals.

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Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam ...
10/23/2026

Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam examines potential catalysts for financial markets, including a Federal Reserve meeting, technology earnings and the midterm elections.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/23/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Doug Drabik write that today's interest rate environment offers an opportunity to secure meaningful income and cash flow...
10/19/2026

Doug Drabik write that today's interest rate environment offers an opportunity to secure meaningful income and cash flow without having to accurately forecast the next move in rates. Investors focused on principal preservation and predictable income may find greater value in aligning bond maturities and cash flows with their long-term financial objectives than in attempting to capture the exact peak in yields. Market conditions will change, but the contractual benefits of appropriately selected individual bonds can remain in place through maturity.

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127 Woodside Avenue Suite 203
Briarcliff Manor, NY
10510

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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