Brian B. Rockwell, CFP®, ChFC®,CDFA™
of Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC

Investor Access
 
 

Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and 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.
  • Financial Planning - Your financial future is important. Don't trust it to just anyone.
  • 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.
  • 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?
  • Mortgage Center - Innovative residential financing options for our investor clients.
  • 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.
  • Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
  • Stock Options - Strengthen your portfolio without stretching your finances.
  • Freedom Account - Managed accounts with the flexibility to meet your investment goals.
  • Investment Banking - Serving the capital and advisory needs of today's middle-market companies.
  • Tax Planning - Prepare for taxes all year round with this handy reference guide.
  • Divorce Planning - CDFA™'s help clients determine the short term and long term financial impact of any proposed divorce settlement.
  • Real Estate Divorce - Trained in the specific legal and tax aspects of the divorce process related to real estate. This specific training provides expertise to help divorcing clients take advantage of tax laws that are specific to selling a house in a divorce.

financial advisor image

Brian B. Rockwell
CFP®, ChFC®, CDFA™
CERTIFIED FINANCIAL PLANNER™
Associate Vice President, Investments

Trinity Town Center
9040 Tryfon Blvd. A-104
Trinity, FL 34655
Phone: 727-372-2530
Fax: 727-372-2571
Toll-Free: 877-486-2183
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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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