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®
Senior Vice President, Investments Complex Manager
Joshua Aylesworth
Joshua Aylesworth, CFP®
First Vice President, Investments
Kristin Seed
Kristin Seed
Branch Operations Manager
Sarah Brown
Sarah Brown
Client Service Associate

Information & insight

The Inflation Outlook

01/15/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

01/15/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Guide

01/15/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Market Snapshot

01/15/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

10-Year Expected to Creep Higher to 1.5% by Year-End

01/12/2021
Doug Drabik and Nick Goetze, Raymond James fixed income managing directors, expect a slight steepening of the yield curve over the course of 2021.
Markets & Investing

Biotech Analyst Outlines COVID-19 Vaccine Progress

01/12/2021
Steve Seedhouse, Raymond James biotechnology analyst, discusses the Moderna and Pfizer vaccines’ trial results, manufacturing plans and rollout strategies.
Lifestyle & Technology

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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