Lynn S. Polley-Hoffman
Lynn S. Polley-Hoffman
Vice President, Wealth Management

My Journey to Raymond James & Associates

After much due diligence and research, I am excited to announce I have joined Raymond James & Associates as a vice president of wealth management in its Ponte Vedra Beach, Florida office. As most of you know, I was employed by Bank of America Merrill Lynch for over 11 years, so the decision to make this move was not a lighthearted one. However, it was necessary to best serve you, my clients. You deserve to be affiliated with a firm that is aligned with our principles, goals and objectives.

With its client-first, people-centric culture, Raymond James allows me to thoughtfully live out my core values and personal philosophy. My dedication to you remains at the epicenter of my practice, and I look forward to serving you with the same commitment as I always have in this new role. I will continue to prioritize your interests by offering quality investments, technology, research and planning tools to help meet your needs.

This is an exciting time for us. As we make the most of this new chapter, I look forward to introducing you to the people, resources and broad scope of services Raymond James & Associates has to offer.

Sincerely,

Lynn S. Polley-Hoffman

My Bio

Services we offer

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Business Owners

Business Owners

11/15/2022
Unique solutions for business owners and entrepreneurs.
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Family Offices

Family Offices

11/14/2022
Sophisticated expertise in planning for today and future generations
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Pre-Retirees

Pre-Retirees

11/13/2022
Helping you and your family prepare for the coming years in retirement.
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Retirees

Retirees

11/12/2022
Nurturing wealth so you can live a longer, better life.
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Corporate Executives

Corporate Executives

11/11/2022
Helping you manage your financial success
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Healthcare Professionals

Healthcare Professionals

11/10/2022
Helping physicians address their unique needs
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Attorneys

Attorneys

11/09/2022
We offer strategic investment advice and personal support
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Sudden Wealth

Sudden Wealth

11/08/2022
Confidently manage your new assets with the guidance of our experienced team
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Women Investors

Women Investors

11/07/2022
Understanding the challenges women face and how to help.
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Families & Individuals

Families & Individuals

11/06/2022
A pragmatic approach to wealth management
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News & resources

May FOMC meeting concludes with no changes to interest rates

May FOMC meeting concludes with no changes to interest rates

05/01/2024
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing
Foster financial literacy and family values

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.
Family & Lifestyle
April sees Federal Reserve rate cut expectations dampen

April sees Federal Reserve rate cut expectations dampen

04/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
Cash management strategies for business owners

Cash management strategies for business owners

Top five tips for navigating market volatility and inflation.
Business Ownership
Portfolio construction

Portfolio construction

04/29/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Keep calm and carry on with your long-term investing strategy

Keep calm and carry on with your long-term investing strategy

04/29/2024
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.
Economy & Policy
Five potential market-moving events to be mindful of

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP, inflation, and the Fed: Keep calm and carry on

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy and Policy
The pledged-securities mortgage explained

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle
IRS suspends missed RMD penalty for certain inherited IRAs

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity
Protecting your Social Security payout

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Alternative investments: Thinking beyond the traditional asset classes

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
Our Today is Your Tomorrow™

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

 

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