OUR TEAM

The people
behind your plan.

Two advisors, a dedicated support team, and over four decades of combined experience — all committed to the families of Greater Philadelphia.

CRPC®

AAMS™

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30+ Years Experience

Kevin Kane

Financial Advisor

"Financial planning is fundamentally personal. Every recommendation I make flows from a thorough understanding of your life, your values, and your long-term vision."

Kevin Kane is the Branch Manager of the Glenside, PA, branch of Raymond James Financial Services. Kevin has been an advisor with Raymond James for 30 years. Kevin holds his Series 6, 7, 9, 10, 63 & 65 licenses in addition to his PA Life, Accident and Health Insurance License. Kevin earned his Accreditation as an Accredited Asset Management SpecialistSM from the College for Financial Planning and also earned his Chartered Retirement Planning CounselorSM designation. Kevin is also a graduate of the Raymond James Institute for Investment Management Consulting program, a by-invitation-only academic program. Kevin employs the vast resources of Raymond James, one of the largest independent financial service firms in the nation, along with 30 years of experience to bring the right guidance and tailored financial strategies designed to meet his clients’ specific needs. Kevin screens his new clients carefully, helping to ensure a proper match as a wealth advisor for life.

Kevin is a founding member and past president of the Ancient Order of Hibernians in Havertown, a fraternal charity deeply involved in community betterment. Kevin was named Man of the Year for the organization in 2009, and granted a Founders Award in 2014 for exceptional charitable and community service. Kevin is also a past president of LeTip of Glenside, a past president of BNI Jenkintown, a member of the West Gate Hills Civic Association, and a member of Brotherhood Lodge #126 F. & A.M. in Philadelphia.

Kevin and his wife, Bridgett have resided in Havertown, PA, for the past 24 years and have two children, Brigid and Tommy. Kevin has been a football coach for the past 35 years and continues to coach CYO football in Newtown Square, PA.

Kevin brings 30 years’ worth of experience and knowledge in dealing with a wide variety of investments and with all market conditions, and stands ready to assist his clients in developing meaningful retirement plans, guiding them through the implementation process, and reviews your investment plan and offers suggestions as needed.

Raymond James is not affiliated with the above listed organizations.

The Investment Management Consultant title is awarded to those who complete the Raymond James of Investment Management Consulting program.

Specialties

✓Retirement Income Planning
✓Investment Portfolio Management
✓Tax-Efficient Strategies
✓Social Security Optimization
✓Estate Planning Coordination

Credentials

●Series 6, 7, 9,10, 63 & 65 Licensed
●Life & Health Insurance Licensed
●CRPC® — Chartered Retirement Planning Counselor
●AAMS™ — Accredited Asset Management Specialist
●Investment Management Consultant

🎓 College for Financial Planning

22+ Years Experience

Mitchell L. Harris

Branch Manager / Financial Advisor

"Good financial planning isn't about predicting the market. It's about building a plan strong enough to survive it — and a relationship strong enough to see it through."

Mitch is the Branch Manager of Raymond James Financial Services in Glenside and Quakertown, PA. After practicing law in Pennsylvania for over 10 years, Mitch transitioned his specialization to Financial Planning in 2015. Mitch holds Series 7, 9,10 and 66 licenses in addition to PA, Life, Accident and Health Insurance License. Mitch became a CERTIFIED FINANCIAL PLANNER® professional (CFP®) in 2026. Mitch also earned his Accredited Asset is Accreditation as an Accredited Asset Management
Specialist™ (AAMS®) from the College for Financial Planning in 2016.

Mitch graduated from Albright College with Honors in Economics and Political Science in 2001 and earned his Juris Doctorate from Roger Williams University School of Law in 2004. He received an Internal Revenue Service award for his work as the director of the law school’s Volunteer Income Tax Assistance Program. He actively participated in the Criminal Defense Law Clinic and won his cases.

As an attorney, Mitch handled Mass Tort litigations with a large law firm in Center City Philadelphia. He volunteered pro bono legal services assisting low-income Philadelphia residents to attain clear title to their homes. Mitch’s volunteer work is recognized in City Hall on the Volunteer Roll of Honor Plaque. Mitch authored an article featured in the Legal Intelligencer, “Making Homeownership a Reality” detailing the specifics of one of the many cases he handled. Mitchell has argued before the United States Court of Appeals for Veteran’s Affairs while assisting Veterans denied benefits by the Veterans Administration.

Mitch stays active in numerous community groups. He is the percussion section leader for the Southampton Community Band. He is a Master Mason of the Richard Vaux Brotherhood Lodge #126.

Mitch was a founding member of his BNI chapter and served as President and Vice President of BNI Blue Bell Premier. Mitch served on the board of Settlement Music School’s Kardon Northeast Branch and is a past member of Rotary Northeast Sunrisers. Mitchell also plays drums and percussion for several community theater productions. He holds a Brown Belt in Kenpo Karate.

Mitch lives in Cheltenham with his wife Rebecca, an MBA pharmaceutical supply chain manager, his children Max and Sidra and their dog, Daisy.

*Raymond James does not provide legal or tax advice.

*Raymond James is not affiliated with the above listed organizations.

Specialties

✓Retirement Income Planning
✓Investment Portfolio Management
✓Tax-Efficient Strategies
✓Social Security Optimization
✓Estate Planning Coordination
✓Holistic Wealth Management
✓Inheritance & Windfall Planning
✓Pre-Retirement Transition
✓Required Minimum Distributions

Credentials

●Series 7, 9, 10 & Series 66 Licensed
●Life & Health Insurance Licensed
●CERTIFIED FINANCIAL PLANNER™ (CFP®)
●AAMS™ — Accredited Asset Management Specialist
●Member of the Pennsylvania Bar since 2004

🎓 B.A. in Political Science and Economics, Albright College | Juris Doctor from Roger Williams University School of Law

J.D.

CFP®

AAMS™

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Schedule

How We Work

What we believe in.

🎯

Client-First, Always

Every recommendation is filtered through one question: does this genuinely serve your best interest? We are held to a fiduciary standard for accounts maintained within advisory fee based relationships.

🤝

Relationships Over Transactions

We measure success in decades. Our advisors build multi-generational relationships rooted in trust, transparency, and consistent communication.

🔍

Institutional Depth

Backed by Raymond James, you access institutional research, portfolio tools, and compliance infrastructure typically reserved for large institutions.

🌱

Education First

Informed clients make better decisions. Every meeting includes education — so you understand the “why” behind every recommendation we make.

Behind the Scenes

Operations & Client Support

The team that keeps everything running seamlessly for you.

Nicole Lucas

Operations Specialist

Nicole supervises the operations team and coordinates office finances, and is our point person for branch compliance. She also leads communications across social media and the website.

Bridgett Kane

Operations Associate

Bridgett handles research and document preparation for client reviews, and supports our marketing by building professional networking groups.

Cornelius O'Kane

Office Assistant

Connie coordinates preparation for all client reviews — assembling reports, checking beneficiary designations, and editing reviews and client letters.

Leslie Tomczyk

Operations Assistant

Leslie coordinates incoming calls, prepares paperwork for upcoming appointments, and supports the Operations Specialist with processing.

Alisha Rothwell