STRATEGIC PARTNERSFROM RAYMOND JAMES

Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines. Here are key individuals in the Raymond James home office who help us serve you by serving as our strategic partners in wealth management, portfolio strategies and retirement planning.

Strategic Partners

Glen Baker
Glenn Baker, LUTCF®, CRPSTM
Insurance Planning Consultant Tampa Bay, Southeast Florida
Bill Frazier
Bill Frazier
Vice President Trust Consultant
Neil Tallerday
Neil Tallerday, CFS®
External Annuity Consultant
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
When success opens doors, it’s savvy decisions that can keep them open.
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Business Ownership
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
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Economy & Policy
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Economy & Policy
Hint: It’s about more than the weather and scenery.
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Retirement & Longevity
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
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Markets & Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing

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