Santa Rosa
Opportunity around the corner.

Our branch in Santa Rosa offers views of Round Barn Boulevard from a distinct perspective; our firm seeks to improve your perspective on everything else.

Advisors in Santa Rosa have lots of options but few true alternatives to the bank-owned and influenced models of today. Yet now more than ever, it matters where you work. The line separating Raymond James from the alternatives has never been clearer. More than two-thirds of our revenue comes directly from service to individual investors. That makes it easy for us to remain focused on the right things. Our advisors are free from the shackles of compensation structures designed to restrain, and free from the harm and drama created by the actions of other business units.

Discover the difference for yourself. Please contact me for a confidential conversation.

Santa Rosa Branch

3558 Round Barn Boulevard, Suite 201
Santa Rosa, CA 95403

T: 707.757.2150
F: 855.706.9280

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Nathan Clakley

Nathan Clakley, MBA

Senior Vice President, Investments
Managing Director, Wealth Management


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