Pursuing your long-term goals in
carefully calculated steps

Our Team

We serve a select group of successful individuals and families, providing financial planning that includes a blend of investments designed to bring a higher degree of predictability in an ever-changing financial environment.

We believe in a consistent, deliberate and disciplined approach, not in chasing the latest market fad or hot stock. Our clients share these values and appreciate our long-term approach to diligently pursuing their financial goals.

 

Gary Weiss, WMS

Senior Vice President, Investments
Managing Director
gary.weiss@raymondjames.com

Kelly Hughes

Financial Advisor
kelly.hughes@raymondjames.com

Sonja Ross

Senior Registered Service Associate
sonja.ross@raymondjames.com


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FINER THINGS