• T: 973.866.5270
  • F: 973.866.5320
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Robert Milligan Jr
    • Brad Mehl
    • Barry M. Gross
    • Michael A. Citron
    • Michael Ipp
    • Heather Jacobs
    • Margaret Marques
    • Corinne Brogan
    • Nicholas Buccino
    • Elise Feldman
    • Christopher Marlar
    • Why Work With a CFP®
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Non-Profits
    • Retirees
  • What We Do
    • What We Do
    • Our Approach
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Institutional Consulting
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Risk Management
  • Resources
    • Resources
    • Monthly Market Review
    • Calculators
  • Contact Us
  • For Advisors
  • Client Access
    • Client Access
    • Forgot your password? Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources
  • 1792 Wealth Advisors
    360 Mount Kemble Avenue 3rd Floor Morristown, NJ 07960-6834 T: 973.866.5270 F: 973.866.5320
    Map and Directions Map and Directions
1792 Wealth Advisor Logo1792 Wealth Advisor Logo

Helping executives manage their financial success

Helping executives manage their financial success

As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.

Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances. 

We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies designed to protect your family and your legacy. Our experience extends to all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.

Services Include

  • Executive Transactions
  • ESOPs
  • Cashless Stock Option Exercises
  • Rule 144 Executions
  • 10b5-1 Sales Plans
  • Hedging and Monetization for Concentrated Equity Positions
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Tax Planning
  • Estate Planning
  • Charitable Giving
  • Risk Management

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

related resources

Company Stock Distribution Analysis

Company Stock Distribution Analysis

If you own company stock in a retirement plan, you may be able to...

Retirement | Retirement & Longevity
Personal Economic Recovery

Personal Economic Recovery

Recovering from a devastating investment loss takes both time and...

Savings And Investments

Helping executives manage their financial success

Contact Us
1792 Wealth Advisor Logo1792 Wealth Advisor Logo
  • 1792 Wealth Advisors 360 Mount Kemble Avenue 3rd Floor Morristown, NJ 07960-6834
  • T 973.866.5270
  • F 973.866.5320
  • Map & Directions
  • Map & Directions

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use