A highly personal approach to serving you

Because we have more of a boutique-style practice and are not taking on hundreds of different clients, we are dedicated to delivering white-glove, concierge level service to each and every client we serve. We are known for our ability to quickly solve problems, address issues thoroughly from start to finish, and deliver an exceptional client experience.

When we say full service, it means not just being here for you during business hours. We are always available and on call for every client in every capacity, whether it’s going with you to the car dealer to buy a new vehicle or wanting to know if you should buy that vacation home.

When you call or visit our office, you can expect to be greeted warmly and have your request or need tended to immediately. As our client, please know that we will treat you like a friend of the family, make ourselves always available to assist you, and always strive to make you feel right at home.

All funds held at participating banks in the Bank Deposit Program are insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 per depositor, per insured bank, for each account ownership category. Available cash in your Raymond James account is deposited into interest-bearing accounts at up to 12 banks. Raymond James will deposit up to $245,000 ($490,000 for joint accounts of two or more) in each bank on a predetermined bank priority List. Additional information can be found at fdic.gov or by calling 877.ASK.FDIC (877.275.3342).