SOUND FINANCIAL
GUIDANCE

The Carillon Group of Raymond James is the brand name for a team that brings specialized expertise to local client relationships. Our team members have dedicated themselves to a higher standard of service and attentive client care – not to meet your expectations but to exceed them. Our relationships are firmly based on your goals and objectives striving to fit highly personalized strategies to your specific needs.

Mike Fink bio image
Michael B. Fink CPM®
Managing Director - Investments
Emilie Theriot bio image
Emilie Theriot FPQP™
Senior Registered Service Associate Financial Paraplanner Qualified Professional™

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Business men shaking hands

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
Business meeting with two men

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to help propel you forward with sophistication and a well-crafted plan.
Woman holding a newspaper and a coffee

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

An investment in knowledge pays the best interest.
Benjamin Franklin

Are you ready? Let’s uncover the possibility of working together.

 

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 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.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use