Meet the Team

VosoFinancial Advisers, LLC is a Registered Investment Adviser. Securitiesand asset management services are offered through Raymond JamesFinancial Services, Inc., member FINRA/SIPC

Client Service is Our Number One Priority!

Pleasecontact us to schedule an appointment, update your personal information(phone numbers, address), or to obtain answers to your questions.

Office Phone:            301-662-7366
Office Fax:                301-662-6533
Toll Free Number:  800-815-1092
Website Address: www.vosoadvisers.com

Deborah Voso (ext. 202)      deborah.voso@raymondjames.com
Deborah is a Certified  Financial Planner ™ with over 23 years of experience in investment and financial  planning. Retirement and lifestyle planning are her specialties. In addition to  serving as our senior financial adviser, she is active in the Frederick community and  markets our services through periodic financial planning seminars and speaking  engagements.

David Urovsky (ext. 202)     david.urovsky@raymondjames.com
Dave is a Registered Principal of Raymond James Financial Services, Inc. and our Branch Manager. He earned an MBA in Finance from Loyola College, Baltimore, MD in 1992 and has been advising clients in all aspects of financial planning and money management for over 20 years. His securities licenses include: Series 7, 63, 65, 30, 31, 51 and 24. Dave is currently completing the requirements for his CFP® certification.

Richard Mercado (ext. 208)      richard.mercado@raymondjames.com
Rich is a financial planner who specializes in developing new business for our company. He has been counseling investors for over 15 years with traditional wealth management services including the recommendation of tax efficient investments and the creation of retirement and estate plans. He helps clients understand the complexities of financial strategies in ways that are meaningful but easy to understand. His securities licenses include: Series 7, 63 and 65.

Scott A. McCaskill (ext.205)      scott.mccaskill@raymondjames.com
Scott is a financial planner and Director of Investments at Voso. He is a Certified Financial Planner™ (CFP®)  and a Registered Financial Consultant (RFC®). His primary focus is on our Assets Under Management (AUM) program. He is also involved with client service, investment research and portfolio management. Scott is a member of the Fredrick County Chamber of Commerce, the Financial Planning Association (FPA) and the International Association of Registered Financial Consultants (IARFC). His securities licenses include: Series 7 and 66.

Jennifer Meyer (ext.207)      jennifer.meyer@raymondjames.com
Jennifer is the Director of Financial Planning at Voso. Her primary role is to develop and implement financial plans for clients. A Certified Financial Planner™ (CFP®) since 2002, her securities licenses include: Series 7, 63 and 65.

Susan Victory  (ext 203)       susan.victory@raymondjames.com 
Susan  is our Director of Marketing and Client Services. She works on the  investment policy committee and oversees day-to-day client operations.  Susan’s licenses include series 7, 63, 65 and 24. She has beencredentialed as a CFP® since 1999.

Kathv Surber  (ext 201)               kathy.surber@raymondjames.com
Kathy is our Office Manager, responsible for the firm’s daily operations. She is also our Chief Compliance Officer. Kathy oversees client services, scheduling, and supports all team members. She was a paralegal for twelve years and is a Notary Public.

* CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who complete the Board’s initial and ongoing certification requirements.

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