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  • Sam Rockwell
    11300 State Road 54 Trinity, FL 34655-2294 T: 727.375.5490 F: 727.372.2571
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Nudge Theory and the power of positive patterns
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Family & Lifestyle
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
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Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
Webinar replay - Ascending Into Summer
6/6/2022
Consumer spending patterns are starting to shift.
Markets & Investing
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing

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Sam Rockwell

Raymond JamesRaymond James
  • Sam Rockwell: 11300 State Road 54 Trinity, FL 34655-2294
  • T: 727.375.5490
  • F: 727.372.2571
  • Map & Directions
  • Map & Directions

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