Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Your goals become ours

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Don Connolly, Massachusetts Financial Services
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
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Student Loan Payments Suspended for Three Months

Student Loan Payments Suspended for Three Months

03/31/2020
As part of the coronavirus relief package, student borrowers will receive a three-month reprieve from loan payments.
Family & Life Events
CARES Act: Retirement Plans, Distributions and Contributions

CARES Act: Retirement Plans, Distributions and Contributions

03/31/2020
Review provisions that include penalty-free distributions, loan limit changes and a waiver of 2020 RMDs.
Retirement & Longevity
CARES Act Passed Into Law

CARES Act Passed Into Law

03/30/2020
Review some of the key provisions of the emergency fiscal stimulus package.
Economy & Policy
Fixed Income Thoughts

Fixed Income Thoughts

03/30/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Weekly Investment Strategy

Weekly Investment Strategy

03/27/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
So It Begins

So It Begins

03/27/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Market Snapshot

Weekly Market Snapshot

03/27/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
How Different Types of Insurance Help Manage Risk

How Different Types of Insurance Help Manage Risk

03/27/2020
Find the right mix of insurance coverage to live with confidence.
Family & Life Events
Stocks Regain Ground as $2T Stimulus Deal Takes Shape

Stocks Regain Ground as $2T Stimulus Deal Takes Shape

03/27/2020
This week, equities regained substantial ground and Congress crafted the biggest fiscal stimulus package in U.S. history. Hear more from CIO Larry Adam.
Markets & Investing
Trillion Dollar Stimulus on the Way

Trillion Dollar Stimulus on the Way

03/26/2020
Based on income and family makeup, about 90% of Americans may expect to receive $1,200 individually ($2,400 for joint filers) and $500 per dependent.
Economy & Policy
The Psychology of Investors

The Psychology of Investors

03/26/2020
Mike Gibbs, director of portfolio and technical strategy, discusses the important role emotion plays in the stock market.
Markets & Investing
Weekly Market Guide

Weekly Market Guide

03/26/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Always here for you

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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