A financial partner you can trust

Our team has more than 80 years of combined financial industry experience. We hold professional credentials, which give us added experience in making recommendations for clients and addressing the complexities of their wealth.

We are a multigenerational family-run financial practice. We understand the dynamics of families and their issues and concerns, especially regarding sensitive money matters. Our family has lived in Jacksonville for generations and has deep roots and connections in the community.

We are a caring team that wants families to feel comfortable with the financial guidance we offer and to consider us as their advocate in upholding their financial well-being – today and tomorrow, for every generation and member of their family.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. For more information, please visit https://www.forbes.com/best-in-state-wealth-advisors.

**The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research summary (As of February 2022): 34,500 nominations were received based on thresholds, and 18,465 advisors were invited to complete the online survey. 13,549 advisors were interviewed by telephone, 2,610 advisors were interviewed in person at an advisor’s location, 1,203 were advisor web-based interviews, and 1,377 women won. SHOOK Research’s findings and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience.