Financial Advisor Services

About Us


We are located on beautiful St. Armands Circle above the Bank of America.  We are a quaint, professional, full service brokerage office offering superior service.  We have plenty of reserved parking so please come visit us now.


Financial Advisor Image
Janet Sperling
WMS
Wealth Management Specialist
Associate Vice President, Investments

Janet believes in building lifelong relationships with her clients. A relationship built on trust, knowledge and integrity. It begins with an initial interview with her clients, discussing objectives, expectations, financial goals, and personal goals. Janet believes that knowing her client is the path to superior service.

Janet has been around the financial markets her entire life. Her father was an advisor, as is her brother. Having been a registered financial advisor since 1993, Janet has seen the many mistakes that have been made by not having a clear understanding of investment risks. Each of Janet's clients will receive a written Investment Policy Statement which serves as a guide to choosing appropriate investments for building and maintaining a solid portfolio. She specializes in high quality equities, tax deferred investments and conservative fixed income.

Janet is a Wealth Management Specialist, and has extensive education in advanced estate and retirement planning. This allows her to provide first class service and information to her clients.

Janet grew up in Sarasota, received her bachelor's degree from the University of South Florida, and received a master's degree from New York University. Janet, her husband and their two dogs live in downtown Sarasota, just blocks away from her childhood home. Her father and her brother have instilled in her the drive to provide superior service, by building a foundation of trust, offering sound investment advice, and always putting a client's needs first.

Janet's philosophy is to uphold her commitment to excellence by always being available to meet the demands and changing needs of her clients.

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Financial Advisor Image
Janet Sperling WMS Wealth Management Specialist Associate Vice President, Investments
400 Madison Drive
Suite 220
SarasotaFL 34236
Phone: 941-388-1009
Fax: 941-388-5126
Toll-Free: 866-838-1009
Contact Us

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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