Services

Services

The financial services and wealth management solutions we offer are comprehensive and diverse. In Raymond James, we have a partner that supports our practice with a broad range of investment alternatives - and the independence to use them as we see fit. The only influence on the tactics and products we choose for your plan is our relationship with you.

Executive Solutions

We can help you add value to your executive staff through meaningful business solutions designed to attract and retain critical team members.

  • Executive Compensation Planning
  • Business Succession Planning
  • Variable Pre-paid Forwards
  • Key Person Insurance
  • Buy / Sell Agreements
  • Concentrated Equity Positions

Learn more about Executive Solutions

Investment Banking

Whether your business is going public or staying private, we'll provide the experience and tools necessary to help you negotiate the ins and outs of the private market.

  • Public Equity Offerings
  • Mergers and Acquisitions
  • Private Equity
  • Corporate Debt
  • Restructuring

Learn more about Investment Banking

Retirement Planning

Working closely together, we'll help you design a retirement that makes a fitting reward for all you've accomplished.

  • Business Retirement Solutions
  • Retirement Projection Analysis
  • Cash Flow Analysis
  • Life Insurance Planning
  • Long-term Care Insurance
  • Disability Insurance

Learn more about Retirement Planning

Portfolio Management

Using our relationship with you as our guide, we'll select the investment alternatives that best suit your purposes and compose a portfolio aimed at achieving your ultimate goals.

  • Private Money Managers
  • Alternative Investments
  • Taxable and Municipal Fixed Income
  • Equity IPOs
  • Mutual Funds
  • Tax Deferred Annuities
  • Individual Equities

Learn more about Portfolio Management

Banking Services

Through Raymond James, we have the resources to design a cash arrangement that suits your needs, providing ease and convenience.

  • Consumer Lending
  • Commercial Lending
  • Deposit Accounts
  • Cash Management

Learn more about Banking Services

Estate Planning

We take the utmost care as we help you arrange your enduring legacy, because no financial life is complete without a plan that looks beyond it.

  • Legacy Planning
  • Philanthropic Consulting
  • Tax Solutions
  • Trust Services

Learn more about Estate Planning

Collaborative And Traditional Divorce Planning

Like other significant events, divorce requires careful planning in order to successfully manage this stage in life. As a Certified Divorce Financial Analyst™, Marcy can assist as you navigate the waters of the divorce process with the goal of helping you achieve a better financial future. Whether it’s analyzing the marital settlement agreement for a traditional divorce or acting as the financial neutral in a collaborative case, we are able to work as a team with you and your attorney to arrive at a positive outcome.

  • Act as the Financial Neutral on your Collaborative Team
  • Determine personal vs. marital property
  • Provide future value of retirement assets and pensions
  • Determine how to value and divide property
  • Calculate appropriate spousal and child support
  • Establish a split of the marital home
  • Examine tax implications and strategies
  • Explore financial issues affecting divorce

Learn more about Collaborative And Traditional Divorce Planning

One Progress Plaza, Suite 165 | St. Petersburg, FL 33701 | P 727.551.5257 | TF 800.624.6369 | Map and Directions
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 our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy

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