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

Divorce Planning

As a Certified Divorce Financial Analyst (CDFA), Marcy specializes in financial issues specific to divorce and uses this area of expertise to assist attorneys, CPAs and psychologists who have clients facing divorce.

Marcy is known for having a calming effect on her clients and helps them avoid making rushed or irrational decisions during this often emotional juncture. She finds fulfillment in helping people and in having the opportunity to make a positive difference in their lives.

How Marcy can benefit family law attorneys

As an attorney, analyzing the long-term financial implications of various key elements of the proposed divorce settlement is crucial – and probably an area where you could benefit greatly from experienced and specialized guidance.

Before you accept a final marital agreement, Marcy can serve as your partner in the evaluation process, analyzing the financial outcomes of different settlement scenarios. This can help you negotiate the most advantageous arrangement for your client.

Marcy can also review and offer analysis of business records, corporate benefit programs, tax returns, retirement plans and other financial data – invaluable information for preparing pre- and post-divorce budgets and financial affidavits.

Marcy’s input can help ensure that your clients receive an equitable settlement and help you provide solid justification for requesting spousal support as well as your recommended division of assets. Most of all, working with Marcy allows you to fully focus on your area of expertise – law.

How Marcy can benefit psychologists

A marital transition can greatly affect your clients emotionally and financially. Marcy can help your clients understand the financial consequences of divorce, set realistic expectations, and alleviate your clients’ concerns about receiving an equitable settlement – all invaluable assistance at this most vulnerable time. Providing clarity and understanding of their future financial situation can help alleviate the anxiety associated with divorce.

How Marcy can help you

Like other significant events, divorce requires careful planning in order to successfully navigate this stage in life. A marital transition can greatly affect you and your family not only emotionally, but financially as well. Whether you are newly divorced or presently going through a divorce, we can guide you through the financial issues of dividing assets and managing taxes – giving you an opportunity to move forward with your life.

Marcy’s expertise can help:

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

Useful articles for you and your clients

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