Skip to content

William Stafford

Raymond JamesRaymond James
  • Home
  • About Us
    • About Us
    • William Stafford
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Pre-Retirees
  • How We Serve
    • How We Serve
    • Education Planning
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Client Access Videos
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • William Stafford
    3540 Toringdon Way Suite 510 Charlotte, NC 28277 O: 704.442.4767
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Retirement & Longevity
  • Media
    • Article
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Read

The future at your fingertips

William Stafford

Raymond JamesRaymond James
  • 3540 Toringdon Way Suite 510 Charlotte, NC 28277
  • O: 704.442.4767
  • 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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use