Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Experienced, independent, different. Turn your today into a rock solid tomorrow!

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

A pragmatic approach to wealth management
Read More
Niches
Expertise to support the unique needs and goals of non-profits
Read More
Niches
Nurturing wealth so you can live a longer, better life.
Read More
Niches
Confidently manage your new assets with the guidance of our experienced team
Read More
Niches
Helping you and your family prepare for the coming years in retirement.
Read More
Niches

You are the center of our attention

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.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Stacy Brown

Stacy R.

Brown, AAMS™ Financial Advisor, RJFS
- Collinsville Office Founder, Castlerock Financial Advisors
Jennifer Nichols

Jennifer

Nichols, AAMS™ Contact Our Office: Wealth Advisor - Tulsa Office
Vince Gregory

Vincent

Gregory, WMS™ Financial Advisor, RJFS - Collinsville Office
A Slack Hand causes poverty, but the hand of the diligent makes rich.
Proverbs 10:4
Always here for you

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.. CastleRock Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use