Yaacov Yisrael AAMS®, CRPC℠


As the Director of Business Development, Yaacov Yisrael spends time getting to know each of our perspective clients personally to determine how best Raymond James can fit their specific needs. With thoughtful attention to detail, Yaacov dedicates his time to making our perspective clients understand how valuable a relationship with Raymond James can be. Yaacov spends a lot of his time, on the road, meeting prospective clients as far reaching as Philadelphia, Harrisburg, State College, PA and New York.

While cultivating new relationships is a priority for Yaacov, he also takes pride in enhancing existing relationships. He understands that each person’s financial goals are unique and seeks to help each client find their individualized path to a confident financial future.

Before joining Raymond James as a Financial Advisor, Yaacov worked in real estate at Victory Housing, LLC. He was also a letterman with the Pennsylvania State Nittany Lion football program from 1999 to 2003. After graduating, he was signed by the Pittsburgh Steelers before going on to play in the Arena Football League for the New York Dragons. He later went on to coach high school football for Halifax, Shamokin, and Line Mountain helping to build a new generation of players.

Yaacov graduated from Pennsylvania State University in 2004 with a Bachelor of Science in Business. A firm believer in continuing education, Yaacov enhances his experience through his involvement in the Advisor Mastery Program through Raymond James, which will allow him to earn additional professional designations. Yaacov holds his Accredited Asset Management Specialist designation (AAMS®) as well as his Chartered Retirement Planning Counselor designation (CRPC℠.) The dedication and determination he learned on the field definitely extends into his professional life and he believes success comes continually striving for excellence.

Originally from Palatine, Illinois, Yaacov currently resides in Herndon, Pennsylvania. He enjoys spending time with his wife, Jill, who is a teacher, and their two sons. When he is not working with clients, Yaacov enjoys spending time with family, reading and of course, football.

Connect With Us