Mission Statement

WILMARTH PRIVATE WEALTH MANAGEMENT

UNPARALLELED DEDICATION TO YOUR FAMILY'S
FINANCIAL DETAILS

Our team promises a client - centered, objective and unbiased wealth management experience. 

 Wilmarth Private Wealth Management of Raymond James works closely with business owners, professionals and families throughout
the United States who are truly committed to attaining their family's financial goals.
 
 
 



Congratulations on achieving
membership in the 2012
President's Council.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
202 N. Harbor City Blvd.
Suite 200
Melbourne, FL 32935
Phone: 321-253-7900
Fax: 866-522-9580
Toll-Free: 800-838-4488
Direct: 321-253-7911
Contact Us

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 your local Raymond James office for information and availability.

© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement