Advisors at this firm
Kelly D
Series 63, Series 65
Phoenix, MD
Raskin Global Inc.
Kelly Dunston is a financial advisor at Raskin Global Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life Insurance Company and Park Avenue Securities LLC. Dunston is also licensed as an insurance agent, selling life, disability, long-term care, and health insurance. Raskin Global Inc., founded in 2021, serves individuals, high-net-worth clients, trusts, estates, and business entities through discretionary asset management, co-advisory roles, and financial consulting. The firm employs a tailored investment approach that includes fundamental analysis, SEI asset allocation models, and selected third-party manager strategies, with an emphasis on leverage strategies and held-away account rebalancing.
Gabriela M
CFP®, Series 66
Phoenix, MD
Raskin Global Inc.
Gabriela Miutescu is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Raskin Global Inc., where she has worked since 2025, following prior roles at Raymond James Financial Services and Long Financial Services. Gabriela serves as a board member of the Greater Chesapeake Foundation, a charitable organization based in Baltimore. Raskin Global Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management, co-advisory roles, third-party manager referrals, and subscription-based financial consulting. The firm employs a tailored investment process that includes the use of leverage strategies and held-away account rebalancing, focusing on concentrated, hands-on client relationships.
Leonard R
CFP®, ChFC®, Series 63, Series 65
Phoenix, MD
Raskin Global Inc.
Leonard Raskin is a CFP® and ChFC® with 38 years of industry experience. He is principal of Raskin Global Inc. and has worked at Primerica Advisors and Guardian Life Insurance Company. He is also a member and investor in the software company Currence. Raskin Global Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management, co-advisory services, financial consulting, and held-away account management. The firm uses tailored investment strategies that include fundamental analysis, SEI asset allocation models, and leverage strategies, operating through SEI, Matson Money, and third-party managers.
Keith S
CFP®, Series 65
Hypoluxo, FL
Raskin Global Inc.
Keith Stacy is a CFP® with five years of industry experience, currently serving as an advisor at Raskin Global Inc. He has worked at Raskin Global and SmartPlan Investing and has prior experience at Florida Atlantic University and Demeter Research. Stacy is also involved in insurance planning through Raskin Global, LLC. Raskin Global Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, co-advisory services, and a range of financial consulting options. The firm employs a tailored investment process that incorporates fundamental analysis, SEI asset allocation models, and selected third-party manager strategies, with a focus on portfolio rebalancing and quarterly reviews.