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.

Learn More

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.

Learn More

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®
Director - 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

Make your final tax saving moves before Dec 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning

The word of the day: Volatility

09/26/2022
By Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly investment strategy

09/23/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Understanding the Fed (or at least trying)

09/23/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

09/23/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Markets flinch at Fed's aggressive action

09/21/2022
No interest rate cuts are in sight until 2024, according to the Fed's new dot plot.
Markets & Investing
Seamless pattern_set02

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.

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.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use