Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
donna heatherley martin
Donna Mikulas Heatherley Martin, CEBS®
Financial Advisor

Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference 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.

Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
Niches
Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
Niches
Endowments & Foundations

Endowments & Foundations

06/08/2018
Delivering strategic solutions to support and sustain the mission of your foundation
Niches
Family Offices

Family Offices

06/08/2018
Sophisticated expertise in planning for today and future generations
Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Niches
Money Managers

Money Managers

06/08/2018
Providing objective, strategic advice and operational support as needed
Niches
Sudden Wealth

Sudden Wealth

06/08/2018
Confidently manage your new assets with the guidance of our experienced team
Niches
Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
Niches
Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches

News & resources

Keep it in the family: succession planning for franchise owners

Keep it in the family: succession planning for franchise owners

How a clear succession plan helps ensure generational continuity.
Business Ownership
Is a niche retirement community right for you?

Is a niche retirement community right for you?

Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Structured lending: A strategic tool for sophisticated individuals

Structured lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.
Markets & Investing
Webinar replay - The next leg of the race

Webinar replay - The next leg of the race

05/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
What's moving the Bond Market?

What's moving the Bond Market?

05/06/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
What a difference a data point (or two) makes

What a difference a data point (or two) makes

05/03/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Earnings season is in the homestretch

Earnings season is in the homestretch

05/03/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
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
Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.
Denis Waitley

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.

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