Resources - Thrift Private Wealth of Raymond James

Rediscovering joy through childlike living

Bringing small moments of play, wonder and rest back into daily life comes with big benefits.

Family & Lifestyle

Luxury on the water

Yacht vacations within reach for today’s traveler

Family & Lifestyle

Crude awakening: The Iran conflict’s aftereffects will linger long after it’s over

7/14/2026

Raymond James Senior Investment Strategist Pavel Molchanov examines the longer-term ripple effects of the US-Iran conflict

Markets & Investing

The future of Social Security: What you need to know today

How Social Security’s anticipated shortfall may impact you down the road.

Retirement & Longevity

Webinar Replay: The Main Market Event: Strength, Surprises, and the Road Ahead

7/14/2026

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

Controlling portfolio structure

7/13/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets and Investing

Four themes to watch as earnings season shifts into focus

7/10/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Tariff pass-through is not over

7/10/2026

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.

Economy & Policy

Legacy beyond wealth

Estate planning can be a tool of both generational wealth and self-actualization.

Estate & Giving

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.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info. Awarded at previous firm

what can we do for you?