For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority, so your phone calls may be routed to our mobile numbers or Raymond James’ corporate offices.

If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access. You can also update your document delivery preferences to reduce the paper mail you receive.



At the heart of every financial plan is a person like you, so that’s where we put our focus. After all, it’s your investments – in your career, in your family, and in your future – we are seeking to build and protect. It’s only logical, and only right, that you be at the center of each recommendation we make.

Welcome to the Louisville, Kentucky, branches of Raymond James, where we put you exactly where you belong – first.

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