Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

  • Asset Allocation
    Asset allocation versus diversification - what's the difference?
  • Asset Management
    Discover the benefits of professional asset management.
  • Mutual Funds
    Your purchasing power at work.
  • Stocks
    How do stocks fit into my financial plan?
  • Bonds
    Are bonds right for you?

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.

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Matt Sperling Senior Vice President, Investments
400 Madison Drive
Suite 220
Sarasota, FL 34236
Phone: 941-388-1009
Fax: 941-388-5126
Toll-Free: 866-838-1009
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