For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority,
so your phone calls may be routed to our mobile numbers or Raymond James' corporate offices.

If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access.
You can also update your document delivery preferences to reduce the paper mail you receive.

At the heart of every financial plan there is a person like you, and that is where we put our focus. After all, they are your investments. Your goals become our goals, so it only makes sense that you are at the center of each recommendation we make.

Welcome to the Fort Myers, Florida, branch of Raymond James – where you come first.

Known as the “The City of Palms,” Fort Myers, Florida, long has been recognized as the tropical destination home of Thomas A. Edison, Henry Ford, Harvey Firestone and many more individuals of historic renown. Fort Myers has also been home for Major League Baseball spring training for decades and currently hosts the Boston Red Sox and Minnesota Twins. Nestled along the banks of the Caloosahatchee River, Fort Myers is flanked by the warm, calm waters of the Gulf of Mexico and the enchantingly beautiful islands of Sanibel and Captiva.

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