Cultivating financial clarity

When financial planning is firmly rooted in your values, goals and dreams, a sense of clarity unfolds. At Magnolia Wealth Advisors of Raymond James, this personalized approach is at the heart of what we do. We immerse ourselves in what is meaningful in your life, carefully crafting plans that support the future you’re working toward. Similar to the majestic magnolia that has survived millions of years, our team works diligently to cultivate lasting relationships, applying nearly 300 years of combined industry experience. We strive to expand the possibilities for your wealth and legacy – now and for generations to come.


The sweet, fresh floral scent of magnolia has been used in perfumes for centuries. Named for French botanist Pierre Magnol, these beautiful trees with their glossy leaves embody our team’s values of openness and preservation.

The individual man is transitory, but the pulse of life and of growth goes on after he is gone, buried under a wreath of magnolia leaves.
Marjorie Kinnan Rawlings