IT’S ALL ABOUT FINANCIAL WELL-BEING
Three friends and colleagues, David Neunuebel, Lisa Barrantes and Lynne Ming, opened the Santa Barbara Raymond James branch in April of 2014. As the founders of this branch, they were given the honor to choose the location as well as to design and decorate the office to their liking. Built and opened in April of 1924, the beautiful and Historic Granada Building had to be the location for the new Raymond James & Associates branch – 90 years later!
As a boutique practice, we pride ourselves on our ability to deliver high-touch service and to craft meaningful relationships with our clients – akin to how an artist meticulously curates their masterpiece.
Our aim is to offer thorough investment and wealth management services to a select group of clients and their families, helping promote positive life outcomes for generations to come. We believe in a client-centric approach that places your needs, goals and well-being at the forefront of all that we do.
We believe in the power of a partnership built on mutual respect and understanding, which makes shared values with our clients something sacred to us. Our highly credentialed team possesses a wealth of experience, bringing with them the custom brushstrokes designed to create a cohesive and resplendent financial picture for you.
Our downtown Santa Barbara office is where we extend a relaxing ambiance to those who venture in. With gorgeous fifth floor views of the city and artwork from talented, local artists, you quickly forget that you have come to a financial office!
