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.

Back to the drawing board

02/03/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Will spring see the end of the Fed’s tightening cycle?

02/03/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly market guide

02/03/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Federal Reserve announces 25 basis point increase

02/01/2023
The pace of interest rate adjustments is slowing, but the Fed remains hawkish on curbing inflation.
Markets & Investing

Don’t allow boredom in retirement to get the best of you

When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity

5 reasons to believe the P/E multiple will expand

02/01/2023
CIO Larry Adam examines current and historical indicators to illustrate price-earnings (P/E) multiple expansion supporting S&P 500 growth.
Markets & Investing

Global equity markets begin 2023 on an upbeat note

01/31/2023
Investors experienced a respite from the volatility that consumed 2022.
Markets & Investing

The three T's of effective trustees

Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving

Finding value across the curve

01/30/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Earnings season takes center stage

01/27/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP & personal income and expenditures

01/27/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

01/27/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

 

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.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use