We are proud to support our community

Our roots run deep in Fredericksburg, a truly unique city that we love and cherish. We have lived here for decades. It’s where we have raised our families and made many lasting friendships along the way.

We believe our community deserves to share in the success we have enjoyed, and so we choose to give back whenever we can. Here are some of the worthy organizations we have supported over the years:

Set them up for professional – and personal – success. 

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Business Ownership
This personalized approach offers increased flexibility for sophisticated investors.
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Markets & Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
From withdrawals to conversions, taxes in retirement can be a balancing act.
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Retirement & Longevity
Consider the benefits of an uncomplicated, tax-savvy way to give back.
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Business Ownership
Learn about using 529 plans for more than just college savings.
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Family & Lifestyle
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Time in the market is far more powerful than trying to time it.
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Markets & Investing
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
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Business Ownership

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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