Robert Vaughn,

Robert A. Vaughn, J.D., is a financial advisor and Managing Director of investments at Raymond James. He received his Bachelor’s from Vanderbilt University and his Law Degree from the University of Alabama School of Law.

As an attorney and former judge, Robert Vaughn brings integrity, experience, and an analytical background to investment research and strategies. He is especially focused on comprehensive wealth management for high net worth individuals and businesses. His tax management strategies include planning taxed advantage distribution of wealth during life, and planning wealth distribution after death through wealth transfer, estate planning, and trusts.

Robert uses an individualized approach to help clients address their financial needs and plan for their retirement. Understanding his clients’ goals and objectives as well as those of their family enables him to provide tailored and specific private money management to his clients, analyzing their assets through a lens of risk. The guidance he provides his clients is not limited to traditional investable assets and instead is based on their entire net worth with an eye toward their non-liquid and non-traditional assets.

By utilizing this approach to total net worth, Robert Vaughn is able to model and construct strategies designed to help his clients meet their financial goals with less risk and more certainty. His primary focus is to serve as an integral part in the achievement of his clients’ financial objectives. Through Raymond James, he has a vast array of resources that include planning expertise, risk analytics, scenario modeling, investment strategies, and technology designed to create and execute these strategies with precision, cost effectiveness, and tax efficiency.