Skip to content
facebooklinkedinenvelope
  • T: 425.990.3030
  • TF: 800.964.3418
  • F: 425.990.3221
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Steve Wormeli
    • Tammy Winterfeld
    • Joseph Woodland
    • Professional Certifications
    • About Raymond James
  • Our Difference
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Retirees
    • Technology Professionals
    • Corporate Executives
    • Business Owners
  • Resources
    • Resources
    • Commentary and Insights
    • Client Center
    • Client Access Videos
    • E-Delivery
    • Worthwhile
  • Contact Us
    • Contact Us
    • Request A Second Opinion
    • Refer A Friend
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 40 Lake Bellevue Dr Ste 280 Bellevue, WA 98005-2480 T: 425.990.3030 TF: 800.964.3418 F: 425.990.3221
    Map and Directions Map and Directions
The Wormeli GroupThe Wormeli Group
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Economy
  • Media
    • Article
    • Commentary
    • Newsletter
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Always here for you
The Wormeli GroupThe Wormeli Group
  • 40 Lake Bellevue Dr Ste 280 Bellevue, WA 98005-2480
  • T 425.990.3030
  • TF 800.964.3418
  • F 425.990.3221
  • Map & Directions
  • Map & Directions
facebooklinkedinenvelope

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Wormeli Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences