Raymond James of Lakewood Ranch is dedicated to helping families, entrepreneurs, business owners, and independent women in Sarasota and Bradenton plan for a successful future. We do this by providing the best service and solid advice to our clients starting with helping to align your financial choices to your goals and values. We help get your financial house in order, and create a financial plan together. We test your plan for unforeseeable circumstances, and for things like inflation, interest rate risk, poor market performance, and liquidity. We then help you implement a plan that focuses on those issues that matter to you most. All of our clients are unique and so are their financial needs. Our Lakewood Ranch office has six financial advisors with over 100 years cumulative experience to cater to your individual needs. We find that most of our clients look to us for one or more of the following solutions:
We believe that a client centric approach of helping people achieve their goals, is more effective than an investment centric approach. We help you form a clear plan you can follow, knowing exactly where you stand each and every year. We aim to accomplish this through education, communication, and service which exceed our clients’ expectations.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.