A team that’s here for you – right here in Kalamazoo.

Home Office Team

Nicholas Lacy, CFA

Chief Portfolio Strategist, Asset Management Services Raymond James Home Office

Adam Nibert, MBA, CFP^®

Private Wealth Consultant; Wealth Planning, Global Wealth Solutions Raymond James Home Office

We are about long-term conservative growth and clients first.

– Paul Reilly | Chairman and CEO, Raymond James Financial

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