Personalized planning for your financial goals

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 help provide you with a 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.

Get to know Our Team

Bill Waters Sr bio image.
Bill Waters, WMS®
Senior Vice President, Investments
Bill Waters Jr bio image.
Bill Waters II, CIMA®, CPFA®
Financial Advisor Certified Investment Management Analyst
Certified Plan Fiduciary Advisor
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Daniel Bare
Registered Client Service Associate
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MaryJo Tischler
Practice Marketing Associate
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Candace Beckham
Service Associate
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Sal DiNatale II
Registered Service Associate

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.

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.

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.
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie

Information & insight

8 questions to ask your family during the holiday season.
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Family & Lifestyle
The SECURE Act’s 10-year rule for retirement account beneficiaries is ready for implementation. See how it could impact your wealth and wealth transfer plans.
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Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Hint: It’s about more than the weather and scenery.
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Retirement & Longevity
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Overcome market timing and loss aversion with dollar-cost averaging.
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Markets & Investing
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The future at your fingertips

 

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.

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