David Petersen
Retirees
Retirees Nurturing wealth so you can live a longer, better life. Learn More
Families A pragmatic approach to wealth management. Learn More

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.”

Expertise

Knowledgeably Applied

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

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Resources

Vital to Success

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

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Commitment

Worth Mentioning

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.

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