A Solid Foundation for your significant financial objectives

REINSURANCE Professionals

Investment management and regulatory guidance for extended service contract funds

COMPANY Retirement Plans

Investment and operational guidance for plan sponsors and participants

INDIVIDUAL Clients

Wealth management for business owners, medical professionals and retirees

Your goals deserve the strength and support of an experienced financial team – planners and advisors with advanced degrees and professional designations who hold themselves to the highest standard when managing the investments of the institutions and individuals they serve. Welcome to Cornerstone Financial Consulting of Raymond James, where every action is weighed with your best interest in mind.

Our Team

Robert Burghart
Robert W. Burghart, MBA, CIMA® AIF®
Senior Vice President, Investments Complex Manager
Joshua Aylesworth
Joshua Aylesworth, CFP®, CEPA
First Vice President, Investments
Kristin Seed
Kristin Seed
Complex Administrative Manager
Tyler Wieczorek Bio Image
Tyler Wieczorek
Financial Advisor Trainee
Stephanie Leonard
Branch/Complex Business Coordinator

Information & insight

Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Estate & Giving
Raymond James Chief Investment Officer Larry Adam embraces the Thanksgiving spirit and shares holiday dynamics that are in better places than a year ago.
Watch Video
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
How to inspire charitable values for generations to come.
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Estate & Giving
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity

Investment strategies this complex
call for those who truly know them CALL ON US FIRST

 

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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