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

Tax Provision Draft Offers Starting Point for Final Details

09/16/2021
Washington Policy Analyst Ed Mills outlines key components of the initial reconciliation package draft.
Economy & Policy

Is It Time for a Change of Plan?

Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity

Webinar Replay: A September to Remember?

09/14/2021
Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing current market conditions.
Markets & Investing

Review RMDs, Gauge Capital Gains and Fight Fraud This Fall

Review your retirement and investment accounts, monitor for fraudulent activity and reflect on your financial plans as the new year approaches.
Retirement & Longevity

Monthly Recap

09/13/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Make Lasting Memories by Savoring Life's Simple Joys

While extravagant vacations are great, you don't need to spend a lot of money to make meaningful memories with your loved ones.
Family & Lifestyle

Weekly Investment Strategy

09/10/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Bouncing Back After a Job Loss

Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle

Weekly Market Snapshot

09/10/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

09/10/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Mentoring: The 15-Minute Game Changer

Despite the small investment of time, mentoring reaps big rewards for both parties involved.
Business Ownership

Fixed Income Options That Aren't the 10-year Treasury

09/07/2021
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

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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.

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.

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