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Services

Discover Our Array of Services


  • Asset Allocation
    Asset allocation versus diversification - what's the difference?
  • Asset Management
    Discover the benefits of professional asset management.
  • Estate Planning
    Trust services for the preservation of assets and the fulfillment of wishes.
  • Mutual Funds
    Your purchasing power at work.
  • Retirement Planning
    In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • College Planning
    What will it take to deliver the dream?
  • 401(k)
    What to expect from your 401(k) advisor.
  • Insurance and Annuities
    Preparing for the unexpected may start with quality insurance alternatives.
  • Stock Options
    Strengthen your portfolio without stretching your finances.
Financial Advisor Services
Financial Advisor Image
Shannon T. Pitner CFP® Branch Manager
410 N. Miramar Avenue
Indialantic, FL 32903
Phone: 321-724-1888
Fax: 321-951-8171
Contact Us

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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