Personalized planning for your financial goals

About our move

Helping people along the journey to their goals is what we’re all about. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business.

Financial goals, aspirations, and investment needs are individual. A financial plan should reflect this individuality. Instead of offering a generic investment program, we provide personalized financial planning based on your objectives, timeline, and risk tolerance. We offer tailored financial services, support and guidance to help you work towards your personal financial goals one step at a time.

Mark Levy
Mark Levy, CIMA®, CPFA®
Managing Director – Investments
Allison Guzmán
Allison Guzmán, AAMS®
Financial Advisor
Loriann Montanez
Loriann Montanez
Senior Registered Client Associate
John Costello
John Costello, AAMS®
Senior Client Service Associate
Drew Levy
Financial Advisor

Our extensive experience and knowledge enable us to serve clients with the utmost efficacy. We offer professional wealth management services, providing tailored portfolio and investment advice to discerning investors. 

By entrusting your financial affairs to us, we assist in managing your wealth with quality care and specialized support, customized to suit your specific needs.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Consider the benefits of an uncomplicated, tax-savvy way to give back.
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Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Raymond James Chief Investment Officer Larry Adam offers insight into his team's latest quarterly outlook.
Markets & Investing

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.
Markets & Investing
An investment in knowledge pays the best interest.
Benjamin Franklin

Are you ready? Let’s uncover the possibility of working together.

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.


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