Skip to content
twitterfacebook
  • T: 352.571.3125
  • F: 866.208.9224
  • TF: 855.630.2931
  • T: 321.338.1816
  • F: 844.262.9868
  • TF: 877.931.4226

Connect With Us

  • Home
  • About Us
    • About Us
    • The Villages Team
      • The Villages Team
      • Marc Hallick
      • Romain Spell III
      • Tyler Jackson
      • Theodore L. White III
      • Dody Davison
      • Noel Brewer
      • Amy Verzaal
    • Space Coast Team
      • Space Coast Team
      • John C. Malatino
      • Jennifer Malatino
      • Fiona Walker
    • Charitable involvement
    • About Raymond James
  • Our Approach
    • Our Approach
    • Our Process
    • Designations
    • Our Services
  • About You
    • About You
    • Business Owners
    • Families and Individuals
    • Healthcare Professionals
    • Retirees
  • Resources
    • Resources
    • Insights
    • Worthwhile
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Villages Team
    2631 W Torch Lake Dr 2631 W Torch Lake Drive The Villages, FL 32163-2001 T: 352.571.3125 F: 866.208.9224 TF: 855.630.2931
    Map and Directions Map and Directions
  • Space Coast Team
    5464 Village Drive Viera, FL 32955 T: 321.338.1816 F: 844.262.9868 TF: 877.931.4226
    Map and Directions Map and Directions
Precision Wealth Management Precision Wealth Management
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Financial Planning
    • Goal Planning
  • Media
    • Article
    • Video
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Watch Video
Read
Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Lifestyle
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Sophisticated wealth management
Precision Wealth Management Precision Wealth Management
  • Villages Team 2631 W Torch Lake Dr 2631 W Torch Lake Drive The Villages, FL 32163-2001
  • T 352.571.3125
  • F 866.208.9224
  • TF 855.630.2931
  • Map & Directions
  • Map & Directions
  • Space Coast Team 5464 Village Drive Viera, FL 32955
  • T 321.338.1816
  • F 844.262.9868
  • TF 877.931.4226
  • Map & Directions
  • Map & Directions
twitterfacebook

Make Life Count

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use