Services

List of our comprehensive wealth management services

  • Goal Planning & Monitoring
  • Portfolio Asset Management
  • Retirement Planning
  • IRA Distribution Planning
  • Education Funding
  • Gifting Strategies
  • Annuities and Insurance Strategies
  • Long-Term Care Planning
  • Estate Planning
  • Trust Services
  • Net-Worth Analysis
  • Cash-Flow Analysis
  • Annual Account Performance Reviews
  • Portfolio Analysis
  • Capital Gains Tax Planning
  • Beneficiary Review for Retirement Plans
  • 401(K) Plans
  • Employer Retirement Plan Review
  • Mortgages and Lending
  • Work with CPAs To Provide Year-End Tax Documents
  • Processing Class-Action Suit Paperwork
  • Account Aggregation
  • Digital Document Organizer/Storage
  • Newsletters and Timely Market Updates
  • Client Events
“People think processes are impersonal. But our process has helped build some of the best friendships we could ever have imagined.”

Latest News

Year-End Tax Tips for Businesses

Help improve your bottom line with these tax mitigation strategies.
Business Ownership

Make Your Final Tax-Saving Moves Before Dec. 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

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

Weekly Investment Strategy

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

Crosscurrents

Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Social Security Increases Benefits by 5.9% for 2022

More than 64 million Americans will see the increase in their payments beginning in January.
Retirement & Longevity

Solidify Your Family Legacy by Preparing Your Beneficiaries

Careful planning and open communication is critical for the successful transition of family wealth and values.
Estate & Giving

Trading vs. Investing... Growing vs. Protecting

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Webinar Replay: The View from the Mountaintop

Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing current market conditions.
Markets & Investing

The September Employment Report

Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

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

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2021 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use