A Solid Foundation for your significant financial objectives

REINSURANCE Professionals

Investment management and regulatory guidance for extended service contract funds

COMPANY Retirement Plans

Investment and operational guidance for plan sponsors and participants

INDIVIDUAL Clients

Wealth management for business owners, medical professionals and retirees

Your goals deserve the strength and support of an experienced financial team – planners and advisors with advanced degrees and professional designations who hold themselves to the highest standard when managing the investments of the institutions and individuals they serve. Welcome to Cornerstone Financial Consulting of Raymond James, where every action is weighed with your best interest in mind.

Our Team

Robert Burghart
Robert W. Burghart, MBA, CIMA® AIF®
Senior Vice President, Investments Complex Manager
Joshua Aylesworth
Joshua Aylesworth, CFP®, CEPA
First Vice President, Investments
Kristin Seed
Kristin Seed
Complex Administrative Manager
Sarah Brown
Sarah Brown
Client Service Associate

Information & insight

Are markets overreacting?

06/24/2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

Weekly investment strategy

06/24/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly market guide

06/24/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]

These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity

Navigating a sea of negativity

06/21/2022
CIO Larry Adam believes the market is already pricing in a mild recession.
Markets & Investing

Volatile markets, volatile pricing, stable bond performance

06/21/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Investment strategies this complex
call for those who truly know them CALL ON US FIRST

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.

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