Financial Wisdom refined over decades

There is something to be said about having the cumulative financial wisdom and seasoned perspectives of an experienced money manager and a senior registered client service associate who have worked together for more than 20 years. You can imagine how our collaborative problem-solving abilities could be applied to the important financial matters in your life. This is what you’ll find at Sobin Wealth Management of Raymond James, where you’ll have access to advice on every money-related matter, whenever you need it – to help you feel more confident about your future and financial well-being.

Jason Sobin
Jason Sobin
Senior Vice President, Investments
Denise Donahue
Denise A Donahue
Senior Registered Service Associate

Working together for 20-plus years

Having such a long-term working relationship has proven to have many far-reaching benefits for our clients. We think that the old adage “two heads are better than one” has a lot of relevance here, in that we both get to know our clients well, often anticipate their concerns or issues, and are often proactive in reaching out to them.

Meet us
Confident male doctor

Physicians

We are well versed in the financial issues facing physicians, from asset preservation to managing wealth and risk.
Grandfather carrying grandson on the beach

Retirees

Nearing or in retirement? We have strategies for preserving your assets and providing income for retirement

Happy mature couple on couch

Individuals & Families

We serve as your financial advisor for life, for every need along the way – from planning for college to leaving a legacy.
Successful investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.
Benjamin Graham