Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Michelle Vartanian
Managing Partner
Michelle holds FINRA Series 7 (General Securities Representative, 1982), Series 63 (Uniform Securities Agent State Law, 1983), and Series 65 (Uniform Investment Adviser Law, 1993) licenses, along with the SIE. She is also licensed in life, variable annuity, health, and long-term care insurance, and holds the CIMA (Certified Investment Management Analyst) and CRPS (Chartered Retirement Plans Specialist) designations.
Raffi Vartanian
Managing Partner
Raffi holds FINRA Series 7 (General Securities Representative, 1992), Series 63 (Uniform Securities Agent State Law, 1992), and Series 53 (Municipal Securities Principal, 1994) licenses, along with the SIE.
A lifetime of perspective, brought to every relationship.
Ralph and Michelle's partnership reaches back to high school. Their story spans golf, family, business, and more than four decades in financial services. That experience shapes a patient, personal approach to the decisions clients face.
Ralph and Michelle met at Minnechaug Regional High School in Wilbraham, Massachusetts, before earning their respective college degrees and beginning their careers.
After marrying, they moved to Florida so Ralph could pursue golf year-round. The discipline, preparation, and perspective of the game remain part of how they think about planning today.
Michelle entered the securities industry in 1982. Ralph built a decade of sales leadership experience before entering the securities industry himself in 1992.
After building their practices independently, Ralph and Michelle formally joined their businesses at Smith Barney and began serving clients as one coordinated team.
ADecades of shared experience led to RMV Securities LLC in Boca Raton, with securities and advisory services provided through their Kingswood affiliations.