Skip to content
The Americas Group of Raymond JamesThe Americas Group of Raymond James
  • Home
  • Individuals
    • Individuals
    • How We Serve
    • Process
  • Institutions
    • Institutions
    • How We Serve
    • Process
  • The Team
    • The Team
    • Boca Raton
      • Boca Raton
      • Financial Advisors
        • Financial Advisors
        • Don A. d'Adesky
        • Kristopher Lemke
      • Support Team
        • Support Team
        • Matthew Cicero
        • Zac Hersman
        • Grant d'Adesky
        • Pablo Ramon Heredia
        • Allie Woolery
        • Monique Estrada
        • Shirley Pastor
    • Miami
      • Miami
      • Financial Advisors
        • Financial Advisors
        • Jose Cabrera
        • Kevin Gourrier
        • Ryan Weber
        • Nicholas Bruno
      • Support Team
        • Support Team
        • Jose A. Cabrera Jr.
        • Kristina Cabrera
        • Vernadine Crespo
        • Yailin Alfonso
    • About Raymond James
    • About Us
      • About Us
      • Private Wealth Advisor
      • Why Work With a CFP
      • Why Work With an AIF®
      • Why Work With a CFP
  • Accolades
  • Resources
    • Resources
    • Commentary and Insights
    • Calculators
    • Links of Interest
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
    • Client Access Videos
    • eFolio Access
  • Boca Raton
    1 Town Center Rd Fl 10 10th Floor Boca Raton, FL 33486-1039 T: 561.981.3690 F: 866.206.2609 TF: 800.523.3295
    Map and Directions Map and Directions
  • Miami
    2333 Ponce de Leon Blvd Ste 500 Coral Gables, FL 33134-5450 T: 305.461.1200 F: 901.312.6882 TF: 800.523.3295
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
  • Media
    • Article
    • Calculator
    • Newsletter
Why 15 minutes of mentorship has game-changing potential
75% of executives say mentoring has been critical to their career development.
Business Ownership
How corporate executives are leveraging AI
From innovation and competitiveness to streamlining productivity.
Business Ownership
Read
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Read
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
Read
A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Business Ownership
Read
Be a Cultural Chameleon
2/3/2019
Adapting your style to that of other cultures is smart business.
Business Ownership
Cash Flow Calculator
Having adequate cash flow is essential to keep your business runn...
Personal Finance

What you demand we deliver

Concierge-level service is our signature, and we’re ready to serve you with special attention to your every need.

Learn More
twitterfacebook
The Americas Group of Raymond JamesThe Americas Group of Raymond James
  • 1 Town Center Rd Fl 10 10th Floor Boca Raton, FL 33486-1039
  • T 561.981.3690
  • F 866.206.2609
  • TF 800.523.3295
  • Map & Directions
  • Map & Directions
  • 2333 Ponce de Leon Blvd Ste 500 Coral Gables, FL 33134-5450
  • T 305.461.1200
  • F 901.312.6882
  • TF 800.523.3295
  • Map & Directions
  • Map & Directions

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.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use