John Kerr, Elizabeth George and Richard Altieri
Wealth Management
Richard Altieri, founder and Managing Director of The Altieri Group of Raymond James, leads a seven-person operation dedicated to helping successful professionals, business owners, retirees and multigenerational families build and preserve their wealth. Joined by accomplished advisors John Kerr, MBA, CRPC®, AAMS™, Financial Advisor, and Elizabeth George, WMS, Financial Advisor, the team leverages over 50 years of experience.
With a philosophy rooted in legacy and longevity, they help ensure that wealth not only endures but evolves. “We don’t just manage assets; we cultivate financial ecosystems that sustain families into the fourth generation and beyond,” Altieri explains. “Our fully integrated advisory model includes estate attorneys, tax strategists, and insurance specialists who collaborate to safeguard every dimension of our clients’ financial lives — details many advisors overlook.”
Impeccable service is the foundation of their client experience. Clients benefit from high-touch communication, proactive year-end tax planning, estate plan optimization and continuous portfolio recalibration to keep strategies aligned with long-term goals. “Our objective is simple: make wealth last and work harder for generations to come,” says Altieri.
Altieri has earned national recognition; from 2009 - 2021 he was included in Barron’s Top 1,200 Financial Advisors in America*. He appeared in Barron’s for his inclusion in the Raymond James Chairman’s Council**. The Altieri Group is celebrated as one of America’s premier senior-level wealth management practices. Their approach blends disciplined portfolio management with tactical agility. Half of their business is in managed accounts, while the other half is actively adjusted to capture high-conviction opportunities. “Our strategic foresight consistently positions us ahead of market cycles,” Altieri notes.
Beyond financial excellence, philanthropy is central to the group’s ethos. They actively support local initiatives — from Florida Atlantic University to Big Dog Ranch Rescue — reflecting a commitment to community as deeply rooted as their commitment to clients.
The business experienced notable growth last year, and assets under management surpassed $1.3 billion (as of 10/30/25). Altieri attributes the group’s success to building meaningful relationships. “Our clients don’t just refer us, they entrust us with their family’s future,” he says. “We manage your family’s wealth the old-fashioned way, we earn it!”
The Altieri Group of Raymond James, 1 Town Center Road, 10th Floor, Boca Raton, 561-981-3679, raymondjames.com
Raymond James & Associates, Inc. member New York Stock Exchange/SIPC. Raymond James and its advisors do not offer tax or legal advice. Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organizations. *Barron’s Top 1,200 Financial Advisors 2021, is based on the period from 9/30/2019 – 9/30/2020 and was released on 03/12/2021. Over 5000 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: go to www.barrons.com. **2025 membership for Raymond James & Associates advisors is based mainly on assets under management, education, credentials, and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
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