Our local practice was established in 1986. We have a distinctive ability to own a local business, with community accountability, but have the support and resources of Raymond James, a company that ranks on Fortune Magazines “World’s Most Admired Securities Companies” (2011-2014) and Forbes Magazines “America’s Most Trusted Companies” (2008) lists.
As Raymond James advisors, we are fully institutional and fully local. Your questions are handled by our local team, not from afar. By combining the accessibility of our local office with the global resources of Raymond James, we are able to provide our clients with comprehensive, individualized strategies and first-class service.
Because of the relationship that we have with Raymond James, our office has two histories; the history of Raymond James as a firm, and the history of our office as a local business. We find our local history, local involvement, and local success most important. Our community is what has built our business. However, it is important to emphasize that Raymond James provides resources beyond our local sphere; we have access to award-winning institutional research, institutional consulting services, and comprehensive due-diligence.
Working with any of our advisors means you’re working with our entire team. We leverage our collective experience and expertise to ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best.
We commit our full capabilities as a team to your success, united behind the pursuit of your ideal financial future.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.