Voted to the 2025 Forbes Best-in-State Wealth Management Teams list
2024 AdvisorHub 100 Women Advisors to Watch list - CFP®, Kimberley Mondonedo
2024 ThinkAdvisor Luminary Award for Marketing and Public Relations (PR)
Our mission is to make a meaningful difference in the financial lives of our clients.
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.
We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Business Owners
Unique solutions for business owners and entrepreneurs.
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Families
A pragmatic approach to wealth management.
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Family Offices
Sophisticated expertise in planning for today and future generations.
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Retirees
Nurturing wealth so you can live a longer, better life.
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Women Investors
Understanding the challenges women face and how to help.
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"The most difficult thing is the decision to act, the rest is merely tenacity."
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Expertise
Knowledgeably Applied
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
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Resources
Vital to Success
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
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Commitment
Worth Mentioning
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
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