A breadth of services to serve a variety of needs

What we’ve learned most of all along the way is that helping people is really the number one thing we do well. It’s not about us. It’s not about the markets. It’s about clients like you. As seasoned professionals, we have certainly accrued years of financial wisdom and experience, but that only really matters if the guidance and advice we provide is right for your life.

Helping you make sense of your money, explaining things in straightforward terms you can understand, devoting ourselves to doing what’s best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that’s how we plan to make a difference in your life.

Protecting Your Nest Egg

01/27/2020
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Another Year of Growth, or Have Stocks Already Peaked?

01/27/2020
“We are optimistic for the upcoming year, but we’re not euphoric,” says CIO Larry Adam. “I do want to caution investors about becoming overly complacent.”
Markets & Investing

Opportunity Blooms in Tax Season

01/27/2020
Whether you get a refund or end up owing, you have options.
Tax Planning

U.S. “Very Prepared” for nCoV, Says Healthcare Policy Analyst

01/27/2020
Healthcare Policy Analyst Chris Meekins provides an update on the spread of the Chinese coronavirus.
Economy & Policy

How to Project Confidence at Your Next Public Speaking Gig

01/24/2020
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Lifestyle & Technology

Weekly Investment Strategy

01/24/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Guide

01/24/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

The Outlook for Business Fixed Investment

01/24/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Market Snapshot

01/24/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Are You and Your Partner on the Same Retirement Page?

01/23/2020
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity

2020 Outlook: Economic Growth & Election Unease [INFOGRAPHIC]

01/22/2020
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing

Disciplined Asset Allocation Under All Market Conditions

01/21/2020
Douglas Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

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 Policy   |   Terms of Use