Detailed planning is OUR CORE CAPABILITY

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.

Meet our Financial Team

Zack Peretzky, AIF®, APMA®, CRPC®
First Vice President, Wealth Management
Laurel Markley
Senior Vice President, Investments
Angie Schlachter
Sr. Registered Client Service Associate
Investing is not an IQ test. It is a test of character.
Jason Zweig

The future at your fingertips

 

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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