Congratulations on achieving membership in the 2006, 2015, 2018, and 2019 President's Club.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
Business Owners
Unique solutions for business owners and entrepreneurs.
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Families
A pragmatic approach to wealth management.
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Retirees
Nurturing wealth so you can live a longer, better life.
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Women Investors
Understanding the challenges women face and how to help.
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"If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes."
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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.
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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.
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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.
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