Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

A pragmatic approach to wealth management
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Helping you and your family prepare for the coming years in retirement.
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Nurturing wealth so you can live a longer, better life.
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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

Mary Loggins

Mary

Loggins, CFP® Vice President, Investments
John Grzesiak

John

Grzesiak, CFP®, CIMA® First Vice President, Wealth Management
Jennifer McIntyre

Jennifer

McIntyre Financial Advisor
Terra Lee

Terra

Lee, CLU®, RICP® Senior Registered Client Service Associate
Stephanie Prawd

Stephanie

Prawd Registered Client Service Associate
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 our office for information and availability.

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