The families and individuals we serve

Our clients have many different career paths and pursue many unique goals, but they have a lot in common, too.

They work hard and want to provide well for their families

They have a strong work ethic and live within their means. They know the value of hard work – and they appreciate ours.

They value commitment

Our clients build long-standing relationships and like having an advisory team that is as committed to their futures as they are.

They see the wisdom in taking the long view

They are not just planning for next week, next year or the next big goal, but for a lifetime.

They are a lot like you

If you see yourself in our clients, we might be the right fit for you and your financial objectives. Our clients are also a reflection of us – dedicated, goal-driven and committed to living purposeful lives.

How Cyber Savvy Are You?

Cyberattacks are America's fastest-growing crime. Review these tips for keeping your personal information safe.
Retirement & Longevity

Day One of the Rest of Your Life

Visualizing what you want in retirement before you get there may lead to greater fulfillment.
Retirement & Longevity

Webinar Replay: Wall Street vs. Main Street

05/11/2021
Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing

Passing Down a Passion to Your Loved Ones

Thoughtfulness – and planning – will create a legacy that celebrates your life.
Estate & Giving

Make-Whole Calls

05/10/2021
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

A Circle of Care

Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity

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

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.

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