Skip to content
envelope
  • T: 727.567.1000
  • F: 866.597.3988
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • David Katz
    • Jill Freeman
    • What Makes Us Different
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Healthcare Professionals
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Worthwhile
    • Client Access Videos
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Structured Investment Videos
    • Exploring Long-Term Care Planning
  • Cash And Lending Solutions
  • Blog
  • Books by David
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Beacon Partners of Raymond James
    The Onyx Tower 1010 S. Federal Highway 20th Floor Hallandale Beach, FL 33009 T: 561.981.3632 TF: 800.731.6121 F: 866.522.9641
    Map and Directions Map and Directions
Beacon Partners of Raymond James LogoBeacon Partners of Raymond James Logo

Protect your Broward & Palm Beach Co Property from Fraud

10.31.2022 // Markets & Investing
FYI, there is a new fraud alert system offered by the PB county c...
See More

PLANNING FOR A Long Fulfilling life

10.31.2022 // Planning & Retirement
Many of today's retirees can expect to spend 30 years or more enj...
See More

2022 Year-End Tax Tips

10.31.2022 // Planning & Retirement
Here are some things to consider as you weigh potential tax moves...
See More
Load more
Reset
  • Archives
    • 2022
      • October
  • Category
    • Announcement
    • Markets & Investing
    • Planning & Retirement
  • Topic

Always here for you

Beacon Partners of Raymond James LogoBeacon Partners of Raymond James Logo
  • Beacon Partners of Raymond James
  • Beacon Partners of Raymond James The Onyx Tower 1010 S. Federal Highway 20th Floor Hallandale Beach, FL 33009
  • T 561.981.3632
  • TF 800.731.6121
  • F 866.522.9641
  • Map & Directions
  • Map & Directions
Connect with us
envelope

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use