Experienced guidance for HELPING YOU HARVEST your personal wealth

Harvest Wealth Advisory Team Photo

The word “harvest” can be used in several ways. For instance, farmers work tirelessly tilling the soil, sowing the seeds, and nurturing the crops until they are ready for nature’s harvest. But the word can also be applied to describe your financial harvest.

You have worked hard building your career or business, budgeting responsibly and saving diligently for the upcoming harvest in your life known as retirement.

At Harvest Wealth Advisory of Raymond James, we understand how hard you’ve worked to cultivate your wealth, and our dedicated team of financial advisors is here to help with your harvest – so you can enjoy your well-earned retirement.

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Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Jeff Lockman
Jeffery Wayne Lockman, CFP®
First Vice President, Investments
Greg Sieber
Gregory Sieber
Senior Vice President, Investments
Joyce Torricos
Joyce Carol Torricos
Senior Registered Client Service Assistant

The CFP® Advantage

Think all financial planners are “certified”? Not true. As a Certified Financial Planner™ professional, Jef Lockman has a high degree of knowledge in the areas of financial planning, taxes, insurance, estate planning and retirement.

Investment Consulting

A holistic approach to investing is what Greg Sieber believes brings superior financial solutions. With a career spanning over 35 years in financial services, Greg’s investment consulting experience is a respected necessity.

Concierge-Level Service

Delivering excellent client service is essential to a client experience that exceeds expectations. Joyce Torricos makes it her daily goal to give every client the attentive service they deserve.
What are you planting today to harvest tomorrow?
Lailah Gifty Akita

Information & insight

Make your final tax saving moves before Dec 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning

Economy and markets slow as headwinds build

10/02/2023
The Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024.
Markets & Investing

Markets sailing into unknown seas

10/02/2023
CIO Larry Adam and his team share their outlook as the economy and financial markets chart their course for the remainder of this year and 2024.
Markets & Investing

The opportunity right under your nose

10/02/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Sailing into unknown seas for 2024

Raymond James Chief Investment Officer Larry Adam discusses the economic outlook for 2024.
Economy & Policy

Here we go again: Showdowns and shutdowns

09/29/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Background Rotating Sphere Pattern

Let's Have a Conversation about your future

 

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