A partner dedicated to your interests

We put the needs of our clients first and we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.

Our firm’s culture of independence allows us to work closely with you to help create custom strategies to your short- and long-term financial challenges.

We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.

“Our affiliation with Raymond James is an important part of how we serve our clients.”

THE TEAM AT ADLER, LEVY, JEE & LUBIN
WEALTH MANAGEMENT OF RAYMOND JAMES

Ten Reasons to Be Thankful For Bonds

11/29/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

“No Kids” Shouldn't Mean “No Estate Plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving

Interest Rate Headwinds…a Tenacious Gust

11/22/2021
Doug Drabik discusses fixed income market conditions and offers i...
Markets & Investing

House Passes Reconciliation Bill - What's Excluded?

11/22/2021
Washington Policy Analyst Ed Mills details notable exclusions and next steps for the legislation.
Economy & Policy

Supply Chains, Demand and Inflation

11/19/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

11/19/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

11/19/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

11/19/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Temporary Tax Breaks Can Sweeten Your Year-End Generosity

Learn how pandemic relief policies expanded benefits for generous givers in 2021.
Estate & Giving

Making Sense of Medicare Myths

Take the time to learn the facts behind these common Medicare misconceptions.
Retirement & Longevity

Flexible Liquidity Can Help Reduce Investment Disruption

A securities-based line of credit offers access to cash without scrambling your asset allocation.
Markets & Investing

State of the Supply Chain, From Container Ships to Air Cargo

11/16/2021
“We believe that within a year, we’ll be talking about disinflationary or deflationary pressures,” says Raymond James CIO Larry Adam.
Economy & Policy

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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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