Skip to content
envelope

Trimaran Advisors of Raymond James

Trimaran Advisors of Raymond James logoTrimaran Advisors of Raymond James logo
  • Home
  • About Us
    • About Us
    • Matthew Shafer
    • Mark Barber
    • Jeffrey Winkler
    • Joseph Danley
    • Tim Martin
    • Danielle D'Ambrosio
    • Private Wealth Advisor
    • What Makes Us Different
    • About Raymond James
  • Our Clients
    • Our Clients
    • Private Wealth
    • Business Owners
    • Corporate Executives
    • Working Professionals
    • Corporations
    • Multigenerational Families
      • Multigenerational Families
      • Family Records Worksheet
      • Hosting a Family Meeting
    • Retirees
  • Working With Us
    • Working With Us
    • Our Process
    • Your First Meeting
  • Resources
    • Resources
    • BizEquity Report
    • Blog
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Everplans
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Video
  • Contact
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Boca Raton
    1 Town Center Road 10th Floor Boca Raton, FL 33486 D: 561.981.3667 F: 866.206.2609
    Map and Directions Map and Directions
  • Boston
    225 Franklin Street Suite 1800 Boston, MA 02110 D: 617.897.8985 TF: 800.327.1055 F: 866.206.2609
    Map and Directions Map and Directions
  • Grosse Pointe Farms
    15 Kercheval Ave Grosse Pointe Farms, MI 48236-3601 D: 313.343.6595 TF: 800.327.1055 F: 866.206.2609
    Map and Directions Map and Directions
PREV ARTICLE
NEXT ARTICLE

Longevity Planning Questionnaire

07.24.18 // Retirement and Longevity // Document //
Facebook Twitter LinkedIn Email
Tag Cloud
Longevity Planning
PREV ARTICLE
NEXT ARTICLE

Well-reasoned financial counsel at your fingertips Connect with us

envelope

Trimaran Advisors of Raymond James

Trimaran Advisors of Raymond James logoTrimaran Advisors of Raymond James logo
  • Boca Raton: 1 Town Center Road 10th Floor Boca Raton, FL 33486
  • D: 561.981.3667
  • F: 866.206.2609
  • Map & Directions
  • Map & Directions
  • Boston: 225 Franklin Street Suite 1800 Boston, MA 02110
  • D: 617.897.8985
  • TF: 800.327.1055
  • F: 866.206.2609
  • Map & Directions
  • Map & Directions
  • Grosse Pointe Farms: 15 Kercheval Ave Grosse Pointe Farms, MI 48236-3601
  • D: 313.343.6595
  • TF: 800.327.1055
  • F: 866.206.2609
  • Map & Directions
  • Map & Directions

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use