Tripp Weller
Tripp Weller
Financial Advisor

Experienced guidance – more confident investing

Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.

We can provide you with investment services and guidance that make sense for you and your family. We’ll also be there to help you as you pursue your personal financial goals.

Services we offer

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.

Education Planning

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.

A pragmatic approach to wealth management
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Delivering strategic solutions to support and sustain the mission of your foundation
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Nurturing wealth so you can live a longer, better life.
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News & resources

Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Expect uncertainty to continue in the near term.
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Markets & Investing
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
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Retirement & Longevity
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
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Business Ownership
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
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Retirement & Longevity
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
The benefits of tax-efficient wealth management.
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Tax Planning
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

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

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Tripp Weller is not a registered broker/dealer and is independent of Raymond James Financial Services.

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