Here for you at every turn
Not-for-profit organizations require financial stability supported by a reliable portfolio and consistent returns to fund their mission over the long term. Our team has experience providing values-driven investment models for not-for-profits, endowments, and foundations. Our goal is to take away the stress and unknowns of investing so that your staff can work more efficiently towards furthering your mission.
- Endowment Management
- Investment Account Management
- SIMPLE IRA
5 Considerations for Your Social Security Strategy
Protecting Your Social Security Payout
Social Security Myths and Misconceptions
6 Key SECURE Act Takeaways for Individual Investors
Are You and Your Partner on the Same Retirement Page?
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.