Waller & Wax Advisors, Inc.
100 North Tampa Street, Suite 2150
Tampa, Florida 33602
Phone: 813-221-1956
Fax: 813-221-1747
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Raymond James
International Headquarters
880 Carillon Parkway
St. Petersburg, FL 33716
Phone: 727-567-1000
Toll Free: 800-248-8863
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Jon Wax, CFP®
President & Chief Executive Officer

Financial planning for a lifetime and beyond.

Laura Waller, CFP®
Chief Investment Officer

At Waller & Wax Advisors, Inc., financial planning involves far more than simply recommending and placing investments. Although that’s an important part of our service, we believe in a far broader approach: creating a comprehensive financial picture based on your unique circumstances, then working with you over time to optimize your resources and meet your goals.

As a client of Waller & Wax, you can expect the highest standards of both professional service and personal commitment – the core values of our firm. We're dedicated to providing sound, knowledgeable financial advice that will help you build both the present and the future you desire.

Tom James' Market Comments

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Raymond James Banks On The Bailout (Play Audio)
The CEO of Raymond James Financial talks with Steve Forbes about regulators, the banking crisis and what it was like to be made chief executive at a young age.

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