Our Purpose and Pledge

Financial Planning, Raymond James Melbourne, Florida

“Our longevity and reputation within Raymond James and amongst the families we have served over the decades, speaks to the trust we’ve earned in helping build retirement plans, manage 401(k) plans, and transfer wealth with the tools Raymond James offers. In every case, the family story is exceptional and unique. It is our privilege to be of service, providing sound guidance, using a proven, customizable financial planning process with consistency and accountability as our standards. Retirement planning and wealth management is not done on the back of a napkin, but in thoughtful meetings with you at the center of every question we raise.” Raymond James Melbourne is Wilmarth Private Wealth Management.

Steven T. Wilmarth, CEP®, WMS™
Senior Vice President, Wealth Management
Managing Director

Cole T. Wilmarth, CFP®, AAMS™, WMS™
Certified Financial Planner™
Wealth Management Specialist™
Senior Financial Planning Consultant


Steven Wimarth
Steven T. Wilmarth, CEP®, WMS™
Senior Vice President, Wealth Management Managing Director
Cole Wilmarth
Cole T. Wilmarth, CFP®, AAMS™, WMS™
Certified Financial Planner™Wealth Management Specialist™ Senior Financial Planning Consultant
Victoria Wilmarth
Victoria L. Wilmarth, CLTC®
Practice Business Manager
Claudia Hubbs
Claudia L. Hubbs
Senior Registered Client Service Associate

Learn More About Our Team

The most difficult thing is the decision to act, the rest is merely tenacity.
Amelia Earhart

Information & insight

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.
Business Ownership

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle

Companies' sustainability goals encourage efficiency

Companies show that environmental business practices can be good for business.
Technology & Innovation

After the Fed pivot: Where are the opportunities?

04/10/2024
Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.
Markets & Investing

Webinar replay - The next level up

04/08/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing

Should I stay (Short-Term) or should I go (Long-Term)?

04/08/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Background Rotating Sphere Pattern

Let's Start The Conversation

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 our office for information and availability.

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