• Insightful financial guidance personally tailored to your life

  • Empowered Women

    With more women taking greater control of their financial futures, we are proud to play an important role in advising them.

  • Divorcees

    We know the devastating effects divorce can have on the finances and families of women – and we specialize in helping them recover financially and emotionally.

  • Dentists

    As a former dentist, Kennie Taylor has firsthand knowledge of the challenges and issues dentists face – and has the financial know-how to appropriately address them.

  • Physicians

    We understand the financial issues impacting today’s physicians, such as protecting assets from liability, surviving payment cutbacks and having an exit strategy.

We know that many of our clients are impacted by life changing transitions, face the uncertainty of the future and fear its unpredictable nature. We help our clients gain clarity by creating a tailored life, health and financial plan to provide confidence in their family's future.



Years of Financial Planning Experience
We apply our extensive knowledge and capabilities to every essential financial matter.
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An Extraordinary Client Experience
We build close and connected relationships with our clients to help address all aspects of their financial lives.
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The Reasons Why We’re Different
The things we do and the way we think are what differentiate us from the average advisory team.
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Tailored Financial Strategies of Raymond James

880 Carillon Parkway | St. Petersburg, FL 33716
T 727.567.2903 | TF 844.808.7924 | F 727.567.8349

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