Home office partners are part of our full-team approach

We coordinate our efforts with a full team of experienced professionals in the home office of Raymond James, one of the largest independent financial services firms in the country. Raymond James professionals are well-versed in the financial disciplines crucial to the management and preservation of wealth. We put the full scope of the firm to work for us – and for you.

Our key contacts include:

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.