Our family'sfinancial advisoryteam

You need an experienced financial advisor who does not shy away from explaining and coordinating the difficult financial decisions and complex estate planning issues that come with having substantial assets. At the High Net Worth Advisory Group of Raymond James, we specialize in having these discussions with our clients, offering them personalized service and comprehensive wealth management solutions. Since 1985 we have been building multigenerational relationships based on independent, objective guidance and excellent service. Our strong commitment to our clients and their financial needs forms the foundation of our group. If you are looking for the difference an independent and client-centered financial perspective can bring, we would welcome the opportunity to have that conversation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


1421 Pine Ridge Road, Suite #300 | Naples, FL 34109 | T: 239.513.6500 | TF: 800.843.2025 | F: 239.596.5474 | Map and Directions