YOUR FUTURE BACKED BY 50 YEARS OF STEADY STRENGTH. QUALITY PLANNING. THOUGHTFUL ADVICE. GLOBAL REACH WITH LOCAL ROOTS.

PRAGMATIC. COLLABORATIVE. RESOURCEFUL. LIFE WELL PLANNED.

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

Get to know Our Team

Robert Hester bio headshot
Robert Hester
Vice President, Wealth Management
Vanessa White bio headshot
Vanessa C. White
Senior Registered Client Service Associate
Quantivia Wilson bio photo
Quantivia Howard
Client Service Associate

Financial Planning

We pass through several phases, each with different financial requirements during our lives. The financial needs of a young married couple are not the same as those of a retired couple. That is why continuous, long-term planning is essential.

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 can help keep you on track to your future well-being and lifestyle.

Estate Planning

Estate planning is essential for distributing your wealth both in life and after death. It allows you to preserve your family values and ensure that your assets benefit the people in your life and preferred charitable causes in accordance with your wishes.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Background Rotating Sphere Pattern

The future at your fingertips

 

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 our 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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use