Skip to content
Skip to Client Access
Home
Our Company
Our Company
Bo Brown
Elizabeth Brown Kussman
Lisa K. Pry
Karen Lewis
Our Philosophy
Professional Recognitions
About Raymond James
Our Clients
Our Clients
Families & Individuals
Retirees
Sudden Wealth
Women Investors
Services
Services
Comprehensive Wealth Management
Estate, Charitable Giving & Trust
Financial Planning
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Commentary and Insights
Other Resources
WorthWhile
Living Your Legacy
Living Your Legacy
Career
Community
Family
Contact Us
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
580 Lincoln Park Blvd
Ste 333
Kettering, OH 45429-3493
T
937.298.8904
F
937.298.8950
Map and Directions
Map and Directions
Sophisticated wealth management
Bo's Newsletter
Winter 2019
Winter 2018
Spring 2017
Winter 2017
Spring 2016
Winter 2016
Summer 2015
Winter 2015