Paula Dumas | Venice, FL

Mary Gonter, MBA
Vice Presidents, Investments
Branch Manager

Paula Dumas, WMS
Financial Advisor

Mission

The Legacy Advisory Team of Raymond James & Associates is a partnership focused on a trusting relationship, whereby we listen to our client’s needs and work with them to provide unique and comprehensive financial planning with quality investment alternatives.

Vision

The Legacy Advisory Team will be the premier financial planning group in Sarasota County for individuals and organizations that are focused on giving to the community.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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1314 East Venice Avenue
Suite A
Venice, FL 34285
Phone: 941-412-1400
Fax: 941-412-1300
Toll-Free: 800-635-5870
Cell: 941-716-0780
Contact Us

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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.