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.

With “Business as Usual” Gone, Leaders Lean Into Technology

08/06/2020
For business owners, staying flexible and future-focused can help retain talent and promote productivity in this challenging environment.
Business Ownership

Revive Your Retirement Savings

08/05/2020
11 ways to step closer to the future you envision.
Retirement & Longevity

Is It Time for a Change of Plan?

08/04/2020
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity

Your Post-CARES Act Guide

08/03/2020
Explore the act’s impact on year-end planning.
Retirement & Longevity

Second Quarter GDP Reflects Early Pandemic Response

08/03/2020
The latest GDP figures show the worst single-quarter U.S. economic contraction in over 70 years.
Markets & Investing

COVID-19 360: Webinar Replay

08/03/2020
Chief Investment Office Larry Adam and other Raymond James investment thought leaders hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing

The GDP Arithmetic

07/31/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Congress, Not Just the President, Shapes Future Legislation

07/31/2020
While public focus remains largely on the presidential race, Washington Policy Analyst Ed Mills reminds investors that congressional outcomes are just as impactful for future regulatory changes.
Economy & Policy

Weekly Investment Strategy

07/31/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

07/31/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

07/31/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

The Unofficial Guide to American Snowbirds

07/30/2020
Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one.
Retirement & Longevity

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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