Danielle Valleau
Danielle Valleau
Financial Advisor, RJFS Branch Manager
Annette Sprague
Annette Sprague
Client Services Manager
Michelle Lemieux
Michelle Lemieux
Marketing & Events Coordinator

A certification of skill – a commitment to serve

When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.

When working with us, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Families & Individuals

Families & Individuals

06/04/2020
A pragmatic approach to wealth management
Niches
Retirees

Retirees

06/03/2020
Nurturing wealth so you can live a longer, better life.
Niches
Sudden Wealth

Sudden Wealth

06/02/2020
Confidently manage your new assets with the guidance of our experienced team
Niches
Women Investors

Women Investors

06/01/2020
Understanding the challenges women face and how to help.
Niches

News & resources

Preparing for your future with long-term care insurance

Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.
Retirement & Longevity
May FOMC meeting concludes with no changes to interest rates

May FOMC meeting concludes with no changes to interest rates

05/01/2024
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing
Foster financial literacy and family values

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.
Family & Lifestyle
April sees Federal Reserve rate cut expectations dampen

April sees Federal Reserve rate cut expectations dampen

04/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
Cash management strategies for business owners

Cash management strategies for business owners

Top five tips for navigating market volatility and inflation.
Business Ownership
Portfolio construction

Portfolio construction

04/29/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Keep calm and carry on with your long-term investing strategy

Keep calm and carry on with your long-term investing strategy

04/29/2024
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.
Economy & Policy
Five potential market-moving events to be mindful of

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP, inflation, and the Fed: Keep calm and carry on

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy and Policy
The pledged-securities mortgage explained

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle
IRS suspends missed RMD penalty for certain inherited IRAs

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity
Protecting your Social Security payout

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
This journey has always been about reaching your own other shore no matter what it is, and that dream continues.
Diana Nyad

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

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