OUR STRATEGIC PARTNERS
FROM RAYMOND JAMES


Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines. Here are key individuals in the Raymond James home office who help us serve you by serving as our strategic partners in wealth management, portfolio strategies and retirement planning.

Nicholas Lacy
Nicholas L Lacy, CFA®
Chief Portfolio Strategist Asset Management Services
R.J. Weinberg
R.J. Weinberg
Vice President Senior Asset Management Consultant
Bill Frazier
Bill Frazier
Vice President Trust Consultant
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Create a Vibrant Future

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. Beachside Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use