Personalized planning for your financial goals

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Corporate Retirement Plan Consulting

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.

Get to know Our Team

Stephen Wilson bio headshot
Stephen Wilson, CFP®
Financial Advisor Branch Manager
Allison Wilson bio headshot
Allison Wilson, CFP®
Financial Advisor
Sherry Snodgrass bio headshot
Sherry Snodgrass
Registered Client Service Associate
kellye johnson
Kellye Johnson
Client Service Associate

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
An investment in knowledge pays the best interest.
Benjamin Franklin

Information & insight

Your business deserves an “estate plan”

Drafting a succession plan now can help your business stand the test of time.
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Business Ownership

What a lower interest rate means to the market

09/19/2024
For the first time in over four years, the Federal Reserve has lowered interest rates. What does it mean for your financial plan?
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Markets & Investing

Federal Reserve cuts interest rates for first time in four years

09/18/2024
The half-percentage point reduction at the September 17-18 FOMC meeting represents the largest non-COVID era cut by the Fed since 2008.
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Markets & Investing

Infographic: The Fed and the fuss, demystified

Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
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Economy & Policy

Deciphering Treasury bonds

Why Treasury bonds could be beneficial in the current climate.
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Markets & Investing

Dollars and sense: Teaching financial literacy early pays off

Discover money lessons that set children up for success.
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Family & Lifestyle
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The future at your fingertips

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 your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Community Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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