A higher standard of financial counsel

When it comes to your wealth, you want to be confident it’s in good hands. At ELM Capital Private Wealth Group of Raymond James, we provide a broader range of financial services than you might expect to find within one office, all delivered with skilled, attentive care. Discover the difference of working with a team that offers experience and empathy in equal measure.

Global sophistication, Midwestern sensibilities

Credentialed advisors working as a team to serve a diverse range of clients with insight, integrity and dedication.

Get to know us
Preston Elliott
G. Preston Elliott, CFP®
Managing Director Private Wealth Advisor
Stacey R. Maham
Stacey R. Maham, CFP®, CDFA®, CFPA®
Vice President, Investments Financial Advisor
Mitchell E. Lothes
Mitchell E. Lothes, CIMA™, CPFA®
Senior Investment Portfolio Associate
Bradford Marcotte
Bradford B. Marcotte, CFP®
Financial Advisor
Kimberly J. Kyle
Kim J. Kyle
Sr. Registered Client Service Associate
Claire Milheim
Claire C. Milheim
Client Service Associate

Qualified financial guidance

Our professional designations represent a commitment to excellence, ongoing education and a deep understanding of the financial landscape.

Private Wealth Advisor

Preston Elliott has earned the Raymond James Private Wealth Advisor designation

CFP®

Preston Elliott, Stacey Maham and Bradford B. Marcotte are Certified Financial Planner® professionals

CIMA®

Mitchell Lothes is a Certified Investment Management Analyst™ professional

CPFA®

Stacey Maham and Mitchell Lothes are Certified Plan Fiduciary Advisor® professionals

CDFA®

Stacey Maham is a Certified Divorce Financial Analyst® professional

What this means for you

A wide range of services for every stage of life

portfolio management

Retirement Planning

Insurance Planning

Legacy and Philanthropic Planning

Corporate and Executive Services

Employer-Sponsored Retirement Plans

Investment Management

Lending Services

Who We Serve Private Wealth

Managing the complexities that often accompany significant wealth

Who We Serve Business Owners

Furthering your business growth objectives and personal financial goals

Who We Serve Families and Individuals

Helping you manage and preserve your wealth and build your legacy

Who We Serve Retirees

Identifying withdrawal strategies to help you pursue meaningful goals

Who We Serve Foundations and Nonprofits

Supporting your long-term missions for lasting, sustainable impact

Who We Serve Women Investors

Addressing the specific goals, needs and concerns of women
“Our job isn’t just to manage money – it’s to ensure our clients feel confident with their financial plan and understood.”
Preston Elliott, PWA, CFP®

Experience the higher standard of ELM Capital
Get in touch

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

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 to external content or websites, if provided, are 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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