The financial services and wealth management strategies we offer are comprehensive and diverse. In Raymond James, we have a partner that supports our practice with a broad range of investment alternatives - and the independence to use them as we see fit. The only influence on the tactics and products we choose for your plan is our relationship with you.

Executive Strategies

We can help you add value to your executive staff through meaningful business strategies designed to attract and retain critical team members.

  • Executive Compensation Planning
  • Business Succession Planning
  • Variable Pre-paid Forwards
  • Key Person Insurance
  • Buy / Sell Agreements
  • Concentrated Equity Positions

Learn more about Executive Strategies

Investment Banking

Whether your business is going public or staying private, we'll provide the experience and tools necessary to help you negotiate the ins and outs of the private market.

  • Public Equity Offerings
  • Mergers and Acquisitions
  • Private Equity
  • Corporate Debt
  • Restructuring

Learn more about Investment Banking

Retirement Planning

Working closely together, we'll help you design a retirement that makes a fitting reward for all you've accomplished.

  • Business Retirement Strategies
  • Retirement Projection Analysis
  • Cash Flow Analysis
  • Life Insurance Planning
  • Long-term Care Insurance
  • Disability Insurance

Learn more about Retirement Planning

Portfolio Management

Using our relationship with you as our guide, we'll help select the investment alternatives that best suit your purposes and compose a portfolio aimed at achieving your ultimate goals.

  • Private Money Managers
  • Alternative Investments
  • Taxable and Municipal Fixed Income
  • Equity IPOs
  • Mutual Funds
  • Tax Deferred Annuities
  • Individual Equities

Learn more about Portfolio Management

Banking Services

Through Raymond James, we have the resources to design a cash arrangement that helps suit your needs, providing ease and convenience.

  • Consumer Lending
  • Commercial Lending
  • Deposit Accounts
  • Cash Management

Learn more about Banking Services

Estate Planning

We take the utmost care as we help you arrange your enduring legacy, because no financial life is complete without a plan that looks beyond it.

  • Legacy Planning
  • Philanthropic Consulting
  • Tax Strategies
  • Trust Services

Learn more about Estate Planning

Collaborative And Traditional Divorce Planning

Like other significant events, divorce requires careful planning in order to successfully manage this stage in life. As a Certified Divorce Financial Analyst™, Marcy can assist as you navigate the waters of the divorce process with the goal of helping you achieve a better financial future. Whether it’s analyzing the marital settlement agreement for a traditional divorce or acting as the financial neutral in a collaborative case, we are able to work as a team with you and your attorney to help arrive at a positive outcome.

  • Act as the Financial Neutral on your Collaborative Team
  • Determine personal vs. marital property
  • Provide future value of retirement assets and pensions
  • Determine how to value and divide property
  • Calculate appropriate spousal and child support
  • Establish a split of the marital home
  • Examine tax implications and strategies
  • Explore financial issues affecting divorce

Learn more about Collaborative And Traditional Divorce Planning

Longevity Planning

As we live longer lives, there’s an awful lot to consider about your retirement years – from choosing the right Medicare plan to the possibility of a healthcare episode to finding a ride to the grocery store. Raymond James has partnered with several services to help make these challenges easier for you and your loved ones. Click on the tabs below to learn more about the available services.

Financial Planning

With sound planning, we can all get a little more out of life – spending more time focused on what’s important to us and less time worrying about finances.

Goal Planning & Monitoring

This sophisticated software program shows your full financial picture. It takes into account your specific goals, investment strategy, risk tolerance, spending and saving rates – and tells you the probability of achieving your goals.

IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Wellness Planning

Your health and your finances are intertwined in complex ways. Plan ahead and consider the care you and your loved ones might need.


A concierge health service, PinnacleCare helps you manage a healthcare episode. PinnacleCare maintains relationships with top-ranked medical centers across the country and works with you to find the best treatment, schedule appointments, coordinate seeking a second opinion – even ensure an accurate diagnosis.


Broadspire helps you plan for the largest financial factors in retirement: housing and healthcare. Broadspire will assess, recommend and facilitate strategies for staying in your home as you age and other care needs associated with aging, from minor home modifications to finding the best memory care facility.

Risk Management

You’re working hard to achieve success. Safeguarding your health and wealth is critical to ensure your quality of life in retirement.


HealthPlanOne helps you navigate the complexities of Medicare by comparing options and finding the most cost-effective plan for you, while assuring appropriate coverage for your preferred providers, doctors and medications.


EverSafe seeks to protect you from financial fraud by using a proprietary algorithm to monitor your accounts for unusual activity. Alerts are sent to you and those designated as trusted contacts.

Legacy Planning

Leaving a legacy entails much more than leaving an inheritance or charitable gift - it’s important to pass along celebrated traditions and cherished values to those you love.


Everplans enables you to organize important information - from a will to a favorite family recipe - and end-of-life wishes, which can be shared with trusted family and friends. Everplans guides you through the step-by-step process, helping ensure your family has a full understanding of your life and wishes.

Raymond James is not affiliated with any organizations mentioned.

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

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