A complete array of services to address the many facets
of your financial life.

Your financial needs may encompass many different areas, from investing in bonds to providing for your family with a solid estate plan. We are committed to helping you meet your financial needs and reaching your goals in every area of your life.

Municipal Bonds
As specialists in bonds and fixed income strategies for nearly a quarter century, we know this market implicitly. Our team can help you integrate bonds into your portfolio in a manner suitable to your current income needs and long-term objectives. Based on your evolving needs and ever-changing market conditions, we’ll carefully select bonds for your portfolio and closely monitor their performance, seeking to maintain returns and suitability over time.

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Asset Management
As professional money managers, we enable you to put the burdensome and complicated task of managing your own money into capable hands. We apply our skills and expertise to manage your assets in a manner aligned with your individual long-term objectives, monitoring any changes in your personal life that may warrant an adjustment in tactics or strategy.

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Estate Planning
A poorly written estate plan can cost a family millions of dollars in unnecessary estate taxes. We consider ourselves experts at creating and implementing financial strategies to help maximize wealth transfer and minimize the tax burden from one generation to the next, applying our in-depth experience in registering and titling assets to best enable proper transfers.

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Retirement Planning
We specialize in helping individuals enjoy the comfortable retirements they envision and deserve. Accumulation and income-projection modeling can help you understand what you need to retire comfortably and whether your current savings rate will be adequate. Once you are in retirement, careful planning – and timing – of your withdrawals is key to making your assets last as long as possible.

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Financial Planning
Having a financial plan tailored to your unique circumstances, encompassing all aspects of your financial life, is crucial to your long-term success. We begin by understanding who you are as an investor, taking into consideration everything from your tolerance for risk to your goals for the future and then implementing investments that are in your best interest.

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Asset Allocation
By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term. Depending on your risk tolerance, the economic environment, your specific objectives and other factors, your portfolio may include domestic and global stocks, fixed income, real estate and alternative investments.

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Trust Services
Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.

We can offer a variety of personal and charitable trust services through Raymond James Trust N.A., including revocable living trusts, testamentary trusts, charitable trusts, private foundations, irrevocable trusts, life insurance trusts and marital trusts.

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Account Protection
Protecting your hard-earned wealth is a top priority. Being a part of Raymond James puts the financial strength and integrity of a respected global company behind your investments.

Raymond James & Associates is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available upon request at sipc.org or by calling 202.371.8300.

Raymond James has purchased excess-SIPC coverage through various syndicates of Lloyd's, a London-based firm. Excess SIPC is fully protected by the Lloyd's trust funds and Lloyd's Central Fund. The additional protection currently provided has an aggregate firm limit of $750 million, including a sub-limit of $1.9 million per customer for cash above basic SIPC limits for the wrongful abstraction of customer funds.

Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations

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College Planning
There are few endeavors more important or more noble than funding the higher education of a child or grandchild, for it helps give them a strong foundation for a fulfilling career. We can help with investment options such as Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles.

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Asset allocation does not ensure a profit or protect against a loss. Investments are subject to market risk, including possible loss of principal. Global investing is subject to additional risks such as currency fluctuations, different financial accounting standards by country, and possible political and economic risks.

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.


2500 Weston Road, Suite 200 // Weston, FL 33331 // Toll Free 855.211.9828 // Fax 866.206.2608 // Map and Directions