Skip to content

Optimal Wealth Management of Raymond James

  • T: 941.329.3267
  • F: 941.365.9433
  • TF: 800.323.2097
  • Map & Directions
  • Map & Directions
X
  • Home
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Pre Retirees
    • Retirees
  • Services
    • Services
    • Our Approach
    • Alternative Investments
    • Banking & Lending Solutions
    • Corporate Retirement Plan Consulting
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Investment Strategies
    • Longevity Planning
      • Longevity Planning
      • Longevity Planning Resources
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • About Us
    • About Us
    • Joe Malave
    • Katy Carrigan
    • Strategic Partners
      • Strategic Partners
      • Murphy Bradshaw
      • Cari Kearney
      • Jason Abeles
      • Jeanne Connolly
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Resources
    • Resources
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Technology
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Sarasota FL-32S
    2 N Tamiami Trail, Suite 804 Sarasota, FL 34236-5559 T: 941.329.3267 F: 941.365.9433 TF: 800.323.2097
    Map and Directions Map and Directions
PREV ARTICLE
NEXT ARTICLE
Couple looks at a paper map while sitting at the table in a mobile home

Infographic: Navigating Medicare

Retirement & Longevity // Infographic
Facebook Twitter LinkedIn Email
Navigating Medicare infographic
Tag Cloud
Retirement Planning
PREV ARTICLE
NEXT ARTICLE

A breadth of services to serve a variety of needs

Connect with us
  • Optimal Wealth Management of Raymond James
  • 2 N Tamiami Trail, Suite 804 Sarasota, FL 34236-5559
  • T 941.329.3267
  • F 941.365.9433
  • TF 800.323.2097
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use