Our efforts are dedicated to your success

Adler, Levy, Jee & Lubin Wealth Management of Raymond James began in 1987 as a partnership between Steve Adler and Mark Levy. Our team has grown considerably since then, as have our capabilities.

Our team has a deep bench of complementary expertise with specialization in retirement planning and investment management, as well as a strong network of professionals including accountants and estate attorneys, and access to lending solutions*.

With an average tenure of over 30 years in wealth management, we combine our talents with a holistic approach to developing strategies where each plan is distinct, and our clients can benefit from our ability to help anticipate and meet their complex needs.

Our clients have trusted us to manage, preserve and transfer their wealth and we are proud that they refer us to their friends and family. Our team’s longevity and success demonstrate the values and loyalty we bring to each client relationship.

 

*Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. Raymond James & Associates, 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

 
Michael Lubin, Stephen Adler, Allison Guzman, Chris Swanson, Loriann Montanez, Mark Levy, Stephen Orzo, Roger Jee