Your Goals Deserve the guidance of experienced Financial Partners

Affluent families and the complexities that accompany wealth require a greater degree of comprehensive planning, while fiduciaries count on prudent counsel to help ensure they are complying with their responsibilities.

We take pride in being one firm that delivers both. You can be confident in the financial guidance our experienced team brings to the table. It’s the right advice for you. Right here in Jackson, Mississippi.

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Families

Families

Fiduciaries

Fiduciaries

Doing what it takes to get the job done right

Our Team

A multigenerational team built on experience and a family legacy encompassing three generations.

Bill Geary, CFA®
Senior Vice President, Investments Managing Director Senior Vice President, Investments
Chris Correro
Senior Vice President, Investments
Logan Phillips
Senior Vice President, Investments
Ryan Geary
Associate Vice President, Investments
Ola Fox
Registered Client Service Associate
Sydney Williamson
Practice Business Coordinator
Ann Marie Duraj
Client Service Associate
“We are proud of the sophisticated investment advice we are able to offer our clients.”
BILL GEARY, CFA® Senior Vice President, Investments

commentary & insight

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
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Family & Lifestyle
Turning feedback into action will increase loyalty.
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Business Ownership
Technology and trends have made individual investors an important part of the private market.
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Markets & Investing
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
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Markets & Investing

let’s bring your future into focus

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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