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

The Recent Inflation Uptick Isn’t Cause for Investor Concern

06/23/2021
“We believe that inflation is transitory and likely to subside as we go into 2022,” says Chief Investment Officer Larry Adam.
Markets & Investing

Don't Forget the Now

06/21/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Life-Changing Events Change Your Taxes, Too

Review how six major life events can impact your federal return.
Tax Planning

Weekly Investment Strategy

06/18/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Economic Commentary

06/18/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Market Snapshot

06/18/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

06/18/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Give Your Financial Privacy an Added Boost

Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end, too.
Technology & Innovation

Get to Know Special Needs Trusts

Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance.
Estate & Giving

Evacuating for a Storm or Fire? Have These Documents Ready

Proactive organization can make insurance claims and other recovery activities easier.
Family & Lifestyle

Will Iran’s Presidential Election Drive Oil Prices Higher?

06/16/2021
The likely victory of a hardliner candidate could postpone the return of Iranian crude exports and deter foreign investment in Iran’s economy.
Economy & Policy

Why Choose Sustainable Investing?

Explore four reasons many investors look closely at ESG criteria.
Markets & Investing

Please let us know how we may help you.

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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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