Welcome To Our Office

Raymond James of Lakewood Ranch is dedicated to helping families, entrepreneurs, business owners, and independent women in Sarasota and Bradenton plan for a successful future.  We do this by providing the best  service and solid advice to our clients starting with helping to align your financial choices to your goals and values.  We  help get your financial house in order, and create a financial plan together. We test your plan for unforeseeable circumstances, and for things like inflation, interest rate risk, poor market performance, and liquidity.  We then help you implement a plan that focuses on those issues that matter to you most.  All of our clients are unique and so are their financial needs.  Our Lakewood Ranch office has six financial advisors with over 100 years cumulative experience to cater to your individual needs.  We find that most of our clients look to us for one or more of the following solutions:

  • Retirement
  • Legacy and Estate
  • Small Business
  • Insurance
  • Asset Management

We believe that a client centric approach of helping people achieve their goals, is more effective than an investment centric approach.  We help you form a clear plan you can follow, knowing exactly where you stand each and every year. We aim to accomplish this through education, communication, and service which exceed our clients’ expectations.


 
11009 Gatewood Drive
Suite 101
Lakewood RanchFL 34211
Phone: 941-750-6818
Fax: 941-750-6816
Toll-Free: 877-750-6818
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

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.

© 2014 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice