Book & Basketball Talk with Jimmy Dykes, Author & ESPN Commentator
Jimmy is interviewed by Jim Ed Summer, Sr. Vice President, Wealth Management & Stephanie Lovell, Client Relationship Consultant on his book and the remainder of the basketball season.
Why We Do What We Do
by Jim Ed Summers, Sr. Vice President, Wealth Management
Special Needs Trust Videos
A Special Needs Trust (SNT) can be established by families who are the primary providers of a child with disabilities, with the goal of improving the quality of the child's life and providing peace of mind for the future.
Basic Estate Planning with Collier Moore
Collier Moore, partner at RMP, LLP, will discuss the important steps to take & things to consider when working on an Estate Plan.
Raymond James is not affiliated with and does not endorse the opinions and services of Collier Moore.
Sports Talk with Marcus Monk, certified player agent at Excel Sports Management
Marcus is interviewed by Jim Ed Summers on sports starting back after being canceled due to Covid-19.
Raymond James is not affiliated with and does not endorse the opinions or services of Marcus Monk.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.