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.
We can help you add value to your executive staff through meaningful business solutions designed to attract and retain critical team members.
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.
Working closely together, we'll help you design a retirement that makes a fitting reward for all you've accomplished.
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.
Through Raymond James, we have the resources to design a cash arrangement that suits your needs, providing ease and convenience.
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.
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.