Comprehensive services for accomplished investors



Our group offers clients not only the combined knowledge and experience of our professional team, but also the extensive resources of Raymond James, one of the nation’s leading financial organizations. The resulting array of services enables us to customize a total wealth management program to your specific circumstances, family structure, financial situation and ultimate goals.

Investment Planning

  • Asset management
  • Retirement planning
  • Alternative investments
  • Investment banking
  • Credit lending and cash management
  • Equity research
  • 401(k) advising
  • Mortgages/checking/online bill pay*

Risk Management

  • Life insurance
  • Business insurance and buy/sell agreements
  • Annuities
  • Disability
  • Long-term care insurance

Estate Planning

  • Estate plan review
  • Estate plan insurance
  • Trust/will review

Trust Services

  • Individual trusts
  • Living/charitable remainder trusts
  • Specialty and IRA rollover trusts

Charitable Giving

  • Charitable remainder trusts
  • Charitable lead trusts
  • Pooled income funds
  • Donor advised funds

*Offered through Raymond James Bank

One Harbour Place   |   777 S. Harbour Island Blvd., Suite 375   |   Tampa, FL 33602   |   813-223-9492   |   Toll-Free: 888-797-3711   |   Fax: 866-466-6205   |   Map & Directions
Raymond James’ financial advisors may only conduct business with residents of the states 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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