Frequently Asked Questions

Is there a minimum account size you will handle?

Our policy is to work with any individual associated with a retirement plan we consult on, or is referred by a client or friend.




What type of accounts do you work with?

We work with all investment-related accounts. We can refer you to another advisor in our firm if, for some reason, working together is not a good fit.




What other services can Raymond James provide?

At Raymond James, you’ll find a full-service investment bank that can assist business owners with transition issues, an insurance division to help with key man insurance and succession planning and other programs to address nearly any financial need. Learn more: click here.