Investor Access
 
 

Professionally Speaking

Services

We are a full service financial services firm. Specializing in portfolio management, we work with our clients on a personal level to tailor an investment strategy specific to their needs, goals, and objectives. As a client of The Carr Team, you have access to the full array of products and services offered through Raymond James.

Select a link below to learn more about each topic and how we work with our clients in their journey through financial success.

  • Asset Allocation - Asset allocation versus diversification - what's the difference?
  • Asset Management - Discover the benefits of professional asset management.
  • Estate Planning - Peace of mind takes planning.
  • Financial Planning - Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds - Your purchasing power at work.
  • Retirement Planning - Charting a course for your retirement destination.
  • Stocks - How do stocks fit into my financial plan?
  • College Planning - What will it take to deliver the dream?
  • Bonds - Are bonds right for you?
  • Identity Theft - The more you know about identity theft, the better you can protect yourself.
  • 401(k) - What to expect from your 401(k) advisor.
  • Portfolio Management - Descretionary Portfolio Management
  • ETFs - Exchange Traded Funds
  • Investment Advice - Fee-based Investment Advice
  • Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.

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14385 Walsingham Rd
Suite B
Largo, FL 33774
Phone: 727-593-5400
Fax: 727-593-5444
Toll-Free: 800-804-7181
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Securities and
investment advisory
services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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