We have a highly experienced and credentialed team of professionals who hold respected professional designations such as Chartered Financial Analyst®, Certified Investment Management Analyst®, Accredited Investment Fiduciary®, among others. With our multigenerational team, we bring personal, real-world perspectives to every major life event, and the continuity and commitment to serve as your family’s financial advisors for life.
Our team is also supported by our extensive list of industry associates and contacts, and more than 3,600 professionals at Raymond James international headquarters, including those at Raymond James Trust, N.A., Raymond James Insurance Group, Raymond James Wealth Solutions and other departments dedicated to serving you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
