Your aspirations. Our wealth management insight.

You deserve wealth management tailored to your passions and aspirations – the aspects of life that make it worth living. Whether that translates to creating a work-optional lifestyle or building a lasting legacy, we can provide thoughtful insight for pursuing your goals.

At the Brechnitz Group of Raymond James, our tenured team applies more than two centuries of combined experience in working with clients, using a robust and detailed approach to wealth management. As your financial partner, we’ll create a personalized plan designed to help you fully experience life.

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Strength in Each Step

To make something truly monumental, start with a strong structure. Inspired by the long-lasting stability of the ancient pyramids, our P3 Investment Process strives to provide confidence that your wealth management plan is built to stand the test of time.

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Passion

Personalized

Progress

A tenured team

Erik-Brechnitz
Erik C. Brechnitz, WMS
Senior Vice President, Investments Wealth Management Specialist
Wally Sparks
Walter Sparks, WMS, CRPC®
Senior Vice President, Investments
Jim Neff
James R. Neff
Senior Vice President, Investments Wealth Management Specialist
Bret Mason
Bret Mason, AAMS®, CRPC®
Senior Vice President, Investments Wealth Management Specialist
Greg Huck
Gregory R. Huck
Senior Vice President, Investments Wealth Management Specialist
Beth Nolan
Beth Nolan, WMS® CFP®
First Vice President, Investments
Shawna Wagers
Shawna R. Wagers
Senior Registered Client Service Associate
Brenda D. Seaberg
Brenda D. Seaberg
Senior Branch Operations Specialist
Jodi Ferguson
Jodi L. Ferguson
Senior Registered Client Service Associate
Brook Conner
Brook N. Conner
Senior Client Service Associate
Mark Huss
Mark Huss
AMP - Financial Advisor
Richard Kaczynski
Richard Kaczynski, CFP®
Direct - Advisor Select Director - Advisor Select

The exceptional life depends not on working harder, but on different, even opposite, actions from habit and the crowd.

Ralph Waldo Emerson

Information & insight

Where Medicare Falls Short

Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity

Your Business Deserves an “Estate Plan”

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

Does Your Estate Plan Account for Your Digital Assets?

Online services, important documents and family mementos can carry great value.
Estate & Giving

Over Time, Markets Have Proved Positive and Resilient

When markets react, consider a broader historical perspective before changing your financial course.
Markets & Investing

Don't Let 30 or 60 Days of Data Eradicate Long Term Planning

09/20/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Downshift

09/17/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
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Experienced Counsel that Honors your Aspirations

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.

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