A personalized approach to managing wealth

LOOK FORWARD TO A BRIGHT FINANCIAL FUTURE.

Blue Heron Wealth Advisors of Raymond James carefully guide you through the complex financial landscape and build plans that align with your specific retirement and legacy goals. Through a hands-on, client-focused approach that leverages our extensive expertise, we’ll help you gain confidence in your financial future.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

Estate, Charitable Giving & Trust

Financial Planning

Longevity Planning

Portfolio Management

Retirement Planning

Get to know Our Team

Aimee Boggs bio image.
Aimee L. Boggs, WMS, BFA
Senior Vice President, Investments
Dave Huffman bio image.
David M. Huffman, WMS
Senior Vice President, Investments
Phil Greer
Philip M. Greer
First Vice President, Investments Investment Management Consultant
William Dukelow
William Dukelow, CFP®
First Vice President, Investments
Hamilton Neal
Hamilton Neal, CFP®
Vice President, Investments
Winton Mays
Winton Mays III, CFP®
Financial Advisor, CFP
Chandler Huffman
Chandler Huffman, CFP®
Financial Advisor Trainee
Amanda Austin
Amanda Austin
Financial Planning Consultant
Samantha McMillan
Samantha McMillan
Registered Sr. Client Service Associate
amelia riverside
Amelia Gallagher
Registered Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
What you do makes a difference, and you have to decide what kind of difference you want to make.
Jane Goodall

Information & insight

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
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Estate & Giving
Starting a business in retirement.
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Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Buying is out. Borrowing is in.
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Family & Lifestyle
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The future at your fingertips

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 to external content or websites, if provided, are 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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