Independent Retirement AssociatesAn Independent Firm
Financial Advisor Services

About Us

“Helping navigate retirement through the currents of life”

 Our team is committed to providing friendly and professional service, exceeding expectations, and meeting the financial services needs of our customers. Our mission is to help clients achieve their financial goals by offering high quality investment alternatives and solutions. We will continue to stress relationships and strive to maintain the trust we have developed with our clients.

 “If it’s important to our customer then it’s important to us”

There is nothing more satisfying than to see families prosper and for businesses to grow.  Our team’s desire is to see our customer reach their goals.  




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Charles West, ChFC®
Financial Planner
Branch Manager

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Financial Advisor Image
Clay Brock
Investment Management Consultant
Financial Planner, RJFS

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Financial Advisor Image
Christopher Latta, CFP®
Financial Planner, RJFS

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Financial Advisor Image
Eric Halter
Financial Planner

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Financial Advisor Image
Kelly Latta
Client Service Manager
Registered Sales Assistant

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Financial Advisor Image
Candace Collister
Branch Office Assistant

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About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

29 Eglin Parkway
Fort Walton BeachFL 32548
Phone: 888-528-2644
Fax: 866-407-8182
11490 Emerald Coast Pkwy
Suite 100
DestinFL 32550
Phone: 850-796-2045
Fax: 850-796-2101
1429 Quintard Avenue
AnnistonAL 36201
Phone: 256-236-8875
Fax: 256-236-8366
Contact Us

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC

  • NOT FDIC Insured
  • NOT GUARANTEED by the bank
  • Subject to risk and may lose value
  • Not a deposit
  • Not insured by any government agency
  • Raymond James is not affiliated with the financial institution or the investment center

 

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.

© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.