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

Weekly Market Snapshot

05/07/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

05/07/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

05/07/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The April Employment Report

05/07/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

The Economic Impact of President Biden's First 100 Days in Office

"The U.S. economy grew 6.4% during the first quarter – the greatest initial quarter growth for a president since Ronald Reagan," says Chief Investment Officer Larry Adam.
Markets & Investing

The Do’s and Don’ts of Managing Up

Working remotely can add an extra challenge to building effective relationships; conquer it with these tips.
Family & Life Events

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.

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.

© 2021 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use