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.

Services Include:

  • Endowment Management
  • Investment Account Management
  • 403(b)
  • SIMPLE IRA

related resources

Navigating Medicare [INFOGRAPHIC]

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Making the most of Medicare's open enrollment period

Making the most of Medicare's open enrollment period

Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
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Could you thrive in a niche retirement community?

Could you thrive in a niche retirement community?

Things to consider – and learn – before joining a community with like-minded retirees.
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Is it time for a change of plan?

Is it time for a change of plan?

Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
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Are you and your partner on the same retirement page?

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.
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Where Medicare falls short

Where Medicare falls short

Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Always here for you

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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