Our Team

When you choose us, you’re getting more than just a team of experienced professionals – you’re gaining a trusted partner that cares about your financial well-being. As you grow to experience new joys and challenges, you’ll know you can count on friendly, helpful service that grows right along with you.

	Terrence L. Tait, CFP®, ChFC® Registered Principal, RJFS A chartered financial consultant and CERTIFIED FINANCIAL PLANNER™ professional, Terry Tait leverages a depth of financial experience to help clients plan wisely for the future. He earned his bachelor’s degree from Miami University in Oxford, Ohio, and a masters degree from Duke University. Taking an analytical approach to problem solving, he provides strategies designed to help simplify client’s financial lives.
	Jonathan M. Tait Financial Advisor, RJFS Jon Tait earned his bachelor’s degree from the University of North Carolina at Chapel Hill. He joined Raymond James Equity Research Department in 2001, rising to the position of Sr. Research Associate and specializing in consumer-related stocks. Jon assists his clients by identifying short, intermediate and long term goals and then creating an investment policy targeting those needs.

About Raymond James

Our services and expertise are backed by the strength of Raymond James – one of the largest financial services firms in the United States. We leverage exclusive access to top industry professionals in its Financial and Retirement Planning Department, Trust Companies, Equity and Mutual Fund Research Departments, and more to enhance the level of service and support we provide.

Best of all, while we offer the distinct advantage of partnering with an industry leader, we also retain the independence to develop our own personal relationship with you. That means along with the strength and resources of a premier investment firm, you receive a level of service and accessibility typically available only through smaller settings. It’s a combination you’re not likely to find elsewhere.