Skip to content
Anderson McKelvey GroupAnderson McKelvey Group
  • Home
  • About Us
    • About Us
    • Jesse Anderson
    • Christopher McKelvey
    • Sharon Bhowanidin
    • Gladys Green
    • Anthony Gilotti
    • Our Investment Philosophy
    • Why Work With a CFP
    • Choosing Raymond James
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Retirees
    • Pre-Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Portfolio Management
    • Investment Management
    • Investment Strategies
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Anderson McKelvey Group
    766 N Sun Dr Ste 2090 Lake Mary, FL 32746 T: +1.321.316.4829 F: 904.917.2102
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
    • Women
  • Media
    • Article
    • Infographic
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
View
Read
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving

The future at your fingertips

Anderson McKelvey GroupAnderson McKelvey Group
  • Anderson McKelvey Group
  • 766 N Sun Dr Ste 2090 Lake Mary, FL 32746
  • T: +1.321.316.4829
  • F: 904.917.2102
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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 to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Anderson McKelvey Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Anderson McKelvey Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.