At Palm Avenue Wealth Advisory Group of Raymond James, we know your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. With over 125 years of combined experience, we work with families in Sarasota, Florida, and across the country to provide personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Business Owners


Unique solutions for business owners and entrepreneurs.

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Corporate Executives


Helping you manage your financial success.

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Families


A pragmatic approach to wealth management.

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Healthcare Professionals


Helping physicians address their unique needs.

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Retirees


Nurturing wealth so you can live a longer, better life.

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Women Investors


Understanding the challenges women face and how to help.

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If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.

Andrew Carnegie