Experienced financial guidance personally applied to you

It’s inevitable that you’ll encounter pivotal points in your life where the need for good financial guidance grows even more crucial, whether it’s retirement, the sale of a business or the loss of a spouse. It’s why you want an experienced and credentialed financial team to see you through these critical transitions and the important decisions you need to make.

Our Team

A highly capable team committed to you

Peck Bulgin Wealth Management of Raymond James

Pictured from left to right:
Renee Bennett, Jesse Peck, Katharyn Woods, Casey Bulgin, Cynthia Rodriguez
(Not pictured - Elizabeth Wagnon)

At Peck Bulgin Wealth Management of Raymond James, you can look forward to having a trusted financial partner who knows you well and truly cares about you and your family – and has the experienced insight and prudent investment strategies that come from decades of cumulative financial experience.


Whether you are in the prime of your career, approaching or in retirement, we can help provide the financial guidance you need for each moment of your life.
Casey Bulgin, CFP®, AEP®, CRPC®; Vice President, Investments, Wealth Management