Blake Caldwell is a graduate of the University of Florida where he earned a B.S. in Economics. He is a Financial Advisor with the Palm Avenue Wealth Advisory Group of Raymond James. With a strong focus on building long-lasting relationships, Blake excels at understanding each family’s unique goals and needs. He takes pride in providing objective advice and guidance to help individuals and families reach their personal lifestyle goals. Blake's approach involves productive conversations and a genuine effort to truly understand his clients' financial aspirations.
Blake specializes in working with professional fiduciaries (guardians, trustees, personal representatives, and anyone else legally responsible for managing someone else’s property) within the community and has made it a focus of his practice. He is very familiar with Florida’s Prudent Investor Rule (Chapter 518, Florida Statutes, which applies to most fiduciaries). He helps fiduciaries understand not only their obligations, but what they can do to minimize their potential liability. He is also well-versed in the practical aspects of working with fiduciaries, including the documentation needed to open, manage, maintain, and close accounts.
Blake is the President and a director of the Florida Gulf Coast Chapter of the Florida State Guardianship Association. Blake prides himself on building relationships and helping guardians simplify their lives and those of their wards through individualized concierge financial planning services.
Raymond James is not affiliated with the above organizations and/or charitable causes.