Skip to content
envelope
1 2 3 Reasons to Hire a Financial Advisor
Carlyon Stoops Family Financial Planning of Raymond JamesCarlyon Stoops Family Financial Planning of Raymond James
  • Home
  • Home
  • Carlyon Stoops Family Financial Planning of Raymond James
  • What to Expect
    • What to Expect
    • What to Expect
    • Financial Planning & Alignment Process
    • Investment Selection Philosophy
    • Value for Our Services
    • Quality of Life
    • Planning and Advice
    • Trusted Resource
  • Our Clients
    • Our Clients
    • Individuals
    • Families
    • Professional Athletes
  • Your Team
    • Your Team
    • James Stoops
    • Susan Stepka
    • Courtney Jackson
    • Reasons to Hire a Financial Advisor
  • Blog
  • Resources
    • Resources
    • Commentary and Insights
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Carlyon - Stoops Family Financial Planning of Raymond James
    13818 S West Bay Shore Dr Traverse City, MI 49684-6204
Carlyon Stoops Family Financial Planning of Raymond JamesCarlyon Stoops Family Financial Planning of Raymond James
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Technology & Innovation
  • Topic
    • Sustainable Investing
  • Media
    • Article
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
Go green this holiday season
Simple ways make your celebrations more sustainable.
Family & Lifestyle
Read
Read
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
Read
Quick facts about the bright future of solar energy
Interest in solar energy is soaring — and for good reason.
Technology & Innovation
Carlyon Stoops Family Financial Planning of Raymond JamesCarlyon Stoops Family Financial Planning of Raymond James
  • Carlyon - Stoops Family Financial Planning of Raymond James 13818 S West Bay Shore Dr Traverse City, MI 49684-6204
envelope

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use