About us
Generational Wealth Planners
Matthew Brown, CFP® & Bill Scruggs
- Over 30 years of investing experience with Raymond James
- Matt is a member of the Raymond James executive council
- Estate, financial, and retirement planning
- Specializing in affluent investors with a minimum net worth $1 million+
Wealth Accumulation Planner
Adam Cunningham
- Mid-Career Professionals
- Experienced Investors
- Retirement Goal Planning
- 401(k) Plan Assistance
Next Generation Planner
Cassie Brown
- Young Professionals
- New Investors
- Financial Literacy
The Support Team Handles:
- Meeting confirmations
- Invitations to schedule reviews
- Phone calls or emails regarding paperwork
- Emails with action items for your meeting
- Letters and emails with periodic market updates and trends
- Follow up at the Financial Advisor’s request
