Team Of Experts | Raymond Marx Financial2018-01-09T15:54:26+00:00

YOUR RAYMOND MARX FINANCIAL TEAM

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Raimund “Raymond” Marx
Raimund “Raymond” Marx President/CEO

Investment advisor representative with Raymond Marx Financial Advisory Group, Inc., a fiduciary Registered Investment Advisory firm. Licensed insurance agent with Raymond Marx Financial, Inc.

Raimund “Raymond” Marx

Raimund is the Founder and President of Raymond Marx Financial, Inc., a licensed insurance agency, as well as Raymond Marx Financial Advisory Group, Inc., a fiduciary Registered Investment Advisory firm. He serves as the Senior Investment Advisor and lead planner with over 26 years of financial and retirement planning experience. Raimund is an Investment Adviser Representative of Raymond Marx Financial Advisory Group, Inc. and a licensed insurance agent with Raymond Marx Financial, Inc. 

He can be heard weekly on Radio Stations in Florida and North Carolina. He enjoys living in the best of both these worlds with his lovely wife, Debra. 

His clients are those that are either already retired or within five or ten years of retirement. Raimund is able to help his clientele achieve their goals by creating investment strategies that are as secure as possible and closely monitored.  As a retirement planning specialist, his planning is focused on helping people protect and preserve their life savings and plan for the distribution of their

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Debra Marx
Debra Marx Vice President

Debra Marx

Debra is the vice-president of Raymond Marx Financial, Inc. She started the business with Raimund and has been an integral part in the management decision making related to the operations and future vision of Raymond Marx Financial, Inc. and with our affiliate company Raymond Marx Financial Advisory Group, Inc. Debra brought to RMF, Inc. her many years of experience as an office manager at one of the nation’s largest healthcare providers.

When not in the office, she and her husband Raimund, enjoy to relax at their home in Florida or nestled up on their mountainside acreage. She also loves spending time with her family.


Paul Buckle
Paul Buckle Financial Advisor

Investment advisor representative with Raymond Marx Financial Advisory Group, Inc., a fiduciary Registered Investment Advisory firm. Licensed insurance agent with Raymond Marx Financial, Inc.

Paul Buckle

Paul is a financial advisor at Raymond Marx Financial. He is a graduate from Florida Atlantic University, where he earned a Bachelor of Business Administration and Master of Accounting. Prior to joining us, he worked for 3 years in the Assurance Services at PricewaterhouseCoopers in South Florida. Paul is an Investment Adviser Representative of Raymond Marx Financial Advisory Group, Inc. and a licensed insurance agent with Raymond Marx Financial, Inc.  

He specializes in working with individuals and families in developing retirement income, managing their assets, and correctly positioning their IRA and 401K plans. Paul works closely with Raimund Marx in implementing comprehensive strategies to enable clients to build and preserve their wealth.  

Paul and his wife, Nikki, reside in Asheville and enjoy outdoor activities such as biking, hiking and scuba diving, as well as hanging out with their family and friends.

Laura Passarella
Laura Passarella Client Service Specialist

Laura Passarella

Laura, a native Long Island New Yorker, moved to the Tampa Bay FL area 28 years ago where she lives with her spouse and her two handsome sons. Her more than a quarter century of experience is comprised of 7 years of COBRA insurance, 4 years of Real-estate accounting and her last 12 years in the Financial Services industry where she has developed a passion for client service. She is extremely supportive and loves answering our client’s questions as well as assisting our advisors in implementing effective retirement plans. Laura is also a licensed insurance agent.

Much of her free time is spent with the Gulf Coast Autism Society and visiting our beautiful area beaches with her family. 

Crystal Pace
Crystal Pace Client Service Specialist

Crystal Pace

Crystal joined Raymond Marx Financial with a background in Estate Planning & Administration, Legal Assistant and Paralegal for almost five years. Prior to her transition to the legal and financial planning industry, she was actively engaged as a fundraising consultant in Bar Harbor, Maine and Asheville, NC. Her passion for custom service and helping people navigate the legal and financial complexities of life makes her an excellent addition to our team! Crystal is also a licensed insurance agent.

She was born and raised in the beautiful mountains of North Carolina and feels blessed to still call them home. Crystal loves to cook, read, hike, travel and spend time with her family.