Financial Advisor Image
W. Bruce Body First Vice President, Investments
8120 Lakewood Main Street
Suite 201
Lakewood RanchFL 34202
Phone: 941-907-0168
Fax: 941-907-9829
Toll-Free: 800-247-3011
Contact Us

Services

Investment Management, Bruce creates a customized portfolio based on your personal goals, age, assets, income, taxes, etc. They combine fundamental research and technical analysis to determine which securities are suitable and when to own them.

Asset Allocation Analysis, diversification, rebalancing, and stop orders are used to systematically balance and navigate your portfolio through the volatility of today's markets.

Financial Planning, They will produce a detailed financial plan to help you reach your short and long-term goals. This customized plan may include retirement planning, cash flow analysis, education funding, insurance, estate planning and more.

  • 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?
  • Insurance and Annuities
    Preparing for the unexpected may start with quality insurance alternatives.
  • Investment Banking
    Serving the capital and advisory needs of today's middle-market companies.
  • Cash Management
    Understand the potential and importance cash plays in your overall financial strategy.
 

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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