Avie Yudin has served the financial needs of professionals, business owners and their families for more than 41 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Avie takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understanding your investment objectives and tolerance for risk, Avie works closely with you to develop a customized financial plan designed to meet your long-term objectives.
Raymond James offers extensive resources, include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Avie works diligently to help you develop both your personal financial plan and a detailed investment strategy. Avie's planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Baltimore, Maryland, Avie studied in Israel for five years and received a certification in teaching. His studies also concentrated on humanism and the ability to help others in the quest for mental and spiritual growth. Prior to joining Raymond James, Avie worked for Legg Mason for 28 years and Wells Fargo for 13 years. Away from the office, Avie enjoys spending time with his wife, Jennie, and their children and grandchildren. Additionally, he spends his free time doing charitable work for numerous organizations.
Raymond James and its advisors do not offer legal or tax advice. You should discuss any legal or tax matters with the appropriate professional.