Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with a combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Get to know Our Team

Bill Waters Sr bio image.
Bill Waters, WMS®
Senior Vice President, Investments
Bill Waters Jr bio image.
Bill Waters II, CIMA®, CPFA®
Financial Advisor Certified Investment Management Analyst
Certified Plan Fiduciary Advisor
Daniel Bare bio image.
Daniel Bare
Registered Client Service Associate
MaryJo Tischler bio image.
MaryJo Tischler
Practice Marketing Associate
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Candace Beckham
Service Associate
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Sal DiNatale II
Registered Service Associate
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Kian Knutson
Branch Intern

Expertise Knowledgeably Applied

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Resources Vital to
Success

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

Commitment Worth Mentioning

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie

Information & insight

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.
Business Ownership

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
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The future at your fingertips

 

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