We see the potential in everything ‐ most importantly, in you.
At Mustard Seed Advisors of Raymond James, our goal is to help give you and your wealth every opportunity to grow. And because growth is the result of multiple elements working in concert, our team works in concert, too.
There’s someone who knows the land well enough to recognize the best soil, another who knows which seed will become the heartiest tree, and another who can protect that tree against threatening forces. There’s still another with the ability to reap the tree’s harvest sustainably, and one more who tends to all the little details that help foster growth from one season to the next.
And while we aren’t actually tilling soil or planting seeds, the metaphor describes the work we do. Each member of our team offers a specific area of specialty – from retirement and estate planning to risk management and capital preservation – and a distinct perspective, enabling us to help address the prospect of your future growth from every angle.
Meet our Financial Team
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.