Stephen Giauque heads the Triple Crown Wealth Management Group of Raymond James & Associates. Steve is a CERTIFIED FINANCIAL PLANNER™ professional, an Associate Vice President of Investments at Raymond James & Associates and a Retirement Plan Consultant. He specializes in portfolio management, retirement and estate planning. Steve has more than 24 years of investment planning experience. He works with clients to establish reasonable goals and expectations and to monitor and adjust plans to both the market’s and client’s ever changing circumstances. Steve believes that investors often fail when they stray too far from sound investing principles or get caught up in the latest investing fad. Steve graduated with Honors from the University of Florida with a Bachelor of Science degree in Finance. He is an avid cyclist and sports enthusiast as well as being a Thoroughbred horse racing fan, owner and breeder.
Steve can assist you in the areas of:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.