Our Team
Financial Advisors
Operations
Nicole Lucas
Operations Specialist
Nicole is Operations Specialist in our Glenside office. She supervises the operations staff and coordinates all the office finances, from paying the bills to monitoring the deposits and withdrawals from investment accounts. She has been the point person for branch compliance to increasingly Byzantine industry standards.
This year she took over communications and is the reason you are seeing a steady stream of posts on Facebook and Linked-in, and on our newly designed website. Nicole completed her degree in business management and would like to pursue a career in investments and financial planning.
Nicole and her husband, Leroy, reside in Southampton. Together they have two children, Christian, who is serving in the Pacific with the US Navy, and Elijah, who is in his last year of high school. Fun Fact: Nicole has a new hobby making custom-decorated bags, cups and apparel.
Bridgett Kane
Operations Associate
bridgett.kane@raymondjames.com
Bridgett Kane is our Operations Associate, responsible for research and document preparation for client reviews. Bridgett also assists our marketing efforts by helping to build our professional networking groups.
Bridgett has a BA in Education from Bloomsburg University and has a long track record of success in various industries. Bridgett came to Raymond James after a distinguished career in the banking industry, giving her an extensive commercial and retail marketing background while serving in both a branch, and regional management capacity. Prior to Bridgett’s banking days she worked in the child care field, as Center Director at one of the largest and most prestigious child care centers in Center City Philadelphia, during which, she counted some of the largest area employers among her satisfied clients.
Bridgett and her husband Kevin reside in Havertown. Together they have two children, Brigid-Shannon and Tommy.
Cornelius O'Kane
Office Assistant
Cornelius “Connie” O’Kane coordinates preparation for all client reviews, including assembling reports, checking beneficiary designations, and editing reviews and client letters.
Connie was an English major at Temple University and previously had a career in journalism including a stint at The Philadelphia Inquirer.
He lives in Roslyn with his son Connor. His world-traveling daughter Catherine is currently residing in West Philadelphia. Fun Fact: Connie did amateur stand-up comedy in the 1980s.
Leslie Tomczyk
Operations Assistant
leslie.tomczyk@raymondjames.com
Leslie Tomczyk is our Operations Associate in the Glenside office. She coordinates most of the incoming phone calls, prepares paperwork for upcoming appointments and assists the Operations Specialist with the processing of the office’s voluminous paperwork.
Leslie has a BS in Business from Philadelphia University and has had an extensive career in retail management with over 16 years of experience working for high-end retailers in both Chicago and Philadelphia.
Leslie lives in Glenside with her husband Chuck and their two children, Eddie and Jimmy and their dog, Brody.
Fun Fact: Leslie loves streaming very obscure British crime dramas and listening to True Crime Podcasts.
Alisha Rothwell
Operations Assistant
Alisha.Rothwell@raymondjames.com
Alisha Rothwell is our office Operations Assistant in the Glenside office. She assists with coordinating incoming phone calls, emails, paperwork, and also assisting the Operation Specialist with needed office task.
Alisha is outgoing, fun, and full of lots of energy. She has just recently started her career path, with currently 6 years in customer service and support.
For Fun she loves to travel to different places to explore different cites, cultures, foods, and places.
Fun Fact: One of the bravest things Alisha has done, was hiking the Grand Canyon at age 17.