With more than 50 years of combined industry experience, Tumlin Levin Sumner Wealth Management of Raymond James brings together substantial investment expertise, education and industry intelligence for the benefit of our clients. We offer financial planning and portfolio management, as well as a high level of market analysis. We go even further by keeping up with rigorous industry certifications like the Certified Financial Planner™ certification and continuing education because we believe our clients deserve the best we can offer. We spend our time understanding the nuances of wealth management – right down to each investment we select for your actively managed portfolio.
You can count on us for the disciplined process and professionalism that you would expect from a hands-on money manager, but with the approachability and sensibility that is distinctly personal. So while we understand the inner workings of Wall Street and the global markets, our affinity remains with our clients and the goals they hope to achieve. Each member of our team is dedicated to our clients’ personal and financial well-being, and we take great pride in knowing they trust us with the important details of their lives.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.