Chari Rigby
Chari Rigby, AAMSTM
Financial Advisor

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Business Owners

Business Owners

08/14/2020
Unique solutions for business owners and entrepreneurs.
Niches
Families & Individuals

Families & Individuals

08/13/2020
A pragmatic approach to wealth management
Niches
Healthcare Professionals

Healthcare Professionals

08/12/2020
Helping physicians address their unique needs
Niches
Women Investors

Women Investors

08/11/2020
Understanding the challenges women face and how to help.
Niches

News & resources

Reviewing the building blocks of the global food chain

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing
Odds and ends

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
CPI inflation and Federal Reserve rates decision: Back to the drawing board?

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Why the uptick in inflation isn't the start of a new trend

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Take your business skills to the nonprofit sector

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.
Business Ownership
Leveraging a non-occupant co-borrower to buy a home

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Companies' sustainability goals encourage efficiency

Companies' sustainability goals encourage efficiency

Companies show that environmental business practices can be good for business.
Technology & Innovation
After the Fed pivot: Where are the opportunities?

After the Fed pivot: Where are the opportunities?

04/10/2024
Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.
Markets & Investing
Webinar replay - The next level up

Webinar replay - The next level up

04/08/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Should I stay (Short-Term) or should I go (Long-Term)?

Should I stay (Short-Term) or should I go (Long-Term)?

04/08/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Employment shows no signs of letting off

Employment shows no signs of letting off

04/05/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The U.S. economy keeps dodging obstacles

The U.S. economy keeps dodging obstacles

04/05/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
I am not afraid of storms for I am learning how to sail my ship.
Louisa May Alcott

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

 

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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use