Prior to joining Raymond James in April 2019, Tyler began his career with Wells Fargo Bank more than 18 years ago as a registered financial professional and private banker serving affluent clients in Lake, Sumter and Marion Counties. He is dedicated to providing each client with a personalized, comprehensive financial plan and investment portfolio analysis designed to maximize opportunities and help them preserve a quality way of life through retirement and for generations to come.
“I am passionate about helping people plan for a financial future in a way that best meets their individual lifestyle desires and goals. Together, we design financial strategies that are suited to client’s unique situation and carefully plan for life’s uncertainties so they can enjoy retirement with financial confidence. My specialty is designing plans that help preserve wealth and provide seamless transitioning of family wealth to the rightful beneficiaries. I partner with estate attorneys and accountants so clients can rest easy knowing that their wishes are met and their legacy is carried forward.”
Tyler is originally from Oklahoma City and moved to Leesburg with his family in 2004 where he lives today with his wife, Leah, and daughters, Aubrey and Sydney. Other family members include their two German Shepard’s, Ada and Max. In his free time he enjoys boating and fishing in the area lakes and vacationing with his family on Florida beaches. He is a board member of the local Rotary Club, where he was named Rotarian of the Year. The club’s motto, “Service above Self”, is a thread woven throughout his career that Tyler practices on a daily basis.
Raymond James is not affiliated with the above organizations. Raymond James and is advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.