Working Together

Our advisors are focused solely on how to best serve the financial needs of our clients. That's why we offer multigenerational advisory teams that are in a unique position to provide exceptional continuity of advice and service to you, your family and your business. Of course, you have a role to play, as well. Like us, you believe in responsible wealth management and are committed to building wealth through goal-based planning. We expect you to remain committed to working together with our advisors to meet your financial goals, be it paying for college or funding a secure and comfortable retirement.

In turn, you can expect us to take the time to get to know you and proactively communicate with you. We can't begin to delve into your investment strategy until we fully understand your needs, resources and personal goals. In short, we listen – truly listen – to what you need and desire. It's the only way we can design a financial plan that helps you make the most of your resources and takes full advantage of what the markets have to offer.

We are available to serve you by appointment only.

Please call 800.903.6630 to set aside some time for us to get to know each other.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Resource Management Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Privacy Policy.

Raymond James financial advisors may only conduct business with residents of the states 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 our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC. Privacy Policy