In sunny St. Petersburg, you will find a dedicated financial team that embodies the energy and innovative spirit of this rising city. It’s where clients come to find a comfortable financial planning experience.
Not only is our office in the right place, but also our hearts are, too. At North Shore Wealth Management of Raymond James, we know that financial planning is not just about the numbers. It's about helping people we care about pursue their goals and enjoy the lifestyle they so richly deserve.
Impactful planning from a passionate team
A family legacy of financial planning and a longstanding history with Raymond James forms the foundation of the dedicated team we have today. The values we have in common and the career dedication we all share have allowed us to grow into a powerfully cohesive group. That’s the core of who we are – and why we’re inspired to do great things for you.
We’ll work together with you to create and implement a custom financial plan that feels good and addresses all aspects of your life.
We cherish the close-knit relationships we cultivate with our clients and consider it a privilege to serve them and earn their trust.