Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

12 Financial Resolutions for 2021

12/01/2020
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity

Everyone Has a Part to Play in Ending Human Trafficking

12/01/2020
Individuals can spot warning signs. Communities can offer training and education. Financial firms can report red flags. Learn more about this crime and the work being done to eliminate it.
Lifestyle & Technology

Stocks Climb Higher; Seasonal COVID-19 Surge Poses Risk

11/30/2020
The Dow, NASDAQ and S&P 500 are now all in positive territory for the year.
Markets & Investing

Look to Steeper Corporate and Municipal Curves

11/30/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

What Does Dow 30,000 Really Mean?

11/25/2020
Raymond James CIO Larry Adam puts this new market milestone in perspective.
Markets & Investing

Sharing With Positive Intention Can Still Have Negative Consequences

11/23/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

The Gift of Appreciated Stock

11/23/2020
Donating appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving

Looking Back, Looking Ahead

11/20/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

11/20/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

11/20/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

11/20/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Spark Meaningful Family Conversations During the Holidays

11/18/2020
Find the right words to connect with loved ones and capture their stories.
Family & Life Events

what can we do for you?

Say hello

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 are being provided 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.

© 2020 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use