EXPERIENCED GUIDANCE – MORE CONFIDENT INVESTING

A sound financial future based upon solid financial planning

At McDonnell Wealth Management of Raymond James, we believe that in order to create a financial future that’s both sound and resilient, you need to first begin with solid financial planning – the kind our clients have enjoyed for more than 20 years.

Whether they were just starting out, near retirement or already enjoying retirement, we’ve helped them delineate their goals, identify risks, examine the details, and select their investments to enable them to move forward through life with confidence and financial purpose.

And we welcome the opportunity to do the same for you.


The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham