Helping physicians address their unique needs
Corporate Executive Services
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.
A focus of our practice is working with executives of both private and public companies who are seeking our experience in managing the wealth they have accumulated. Many of these individuals have employee stock options, employee stock purchase plan (ESPP) shares and/or restricted stock that have not previously been managed well (if at all), and often bear excessive and unnecessary risk.
Backed by the resources of Raymond James, we can help provide executives with targeted plans that meet their objectives, whether they are focused on building their careers and wealth or moving on to different stages in their lives.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.