Our Clients

Financial guidance for your walk in life.

We serve clients from a variety of backgrounds, vocations, professions, ages and income levels. Yet each enjoys financial guidance personalized to each individual’s situation. Our goal is to always carefully align sensible investment selection with an individual’s unique goals – both short- and long-term – and within his or her tolerance for risk. No matter where you are in life, what you do, or the direction you’re headed, our team is here to help ensure your financial plan is always in step with you.

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Retirees

Now that you’re retired, managing your money is more important than ever.
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Business Owners

Over the years, we’ve developed a specialty for working with entrepreneurs just like you.
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Professionals

As the owner of a professional practice, you face different financial challenges than a business owner.
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Corporate Executives

The rewards of your position are significant. Let us help you make the most of them.
“Along with assembling comprehensive financial plans, our team is really good at building client relationships, too.”

Latest News

The Fed Still Has a Tough Road Ahead

Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

Weekly market guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Weekly investment strategy

Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Social Security myths and misconceptions

Learn how to get the most from your hard-earned benefits.
Retirement & Longevity

Can the Fed pull off a soft landing?

CIO Larry Adam believes the Fed will likely engineer a soft landing and avoid a severe recession.
Markets & Investing

Brighten up your financial plan this summer

Mark your calendar with important market deadlines and closures.
Markets & Investing

How many more hits can U.S. consumers absorb?

The Fed needs to consider the consumer when planning interest rate increases, says Raymond James Chief Investment Officer Larry Adam.
Markets & Investing

Weekly investment strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The Fed and the housing market

Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

Weekly market guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

9 secrets of successful centenarians

These nine commonalities may help you live a longer, healthier and happier life.
Family & Lifestyle

Lessons learned: The value of the exit interview

How to learn from attrition and emerge stronger.
Business Ownership

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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