Distinctions that help us serve you
Our goal is to go above and beyond for our clients, to do what is best for them and pursue the most optimal outcomes. It involves a lot of hard work and smart strategizing on our part, but we are always up to the challenge and enjoy doing so.
We have built a team of financial professionals to serve your needs at a high level, augmenting our own capabilities with a network of wealth planning professionals at the Raymond James home office.
Our planning processes and cutting-edge technology have been built and refined to provide a more efficient workflow.
The multigenerational makeup of our team helps us address every need at each stage of life and create a relatable experience for every generation and member of your family.
Our focus extends far beyond just the management of investments to include the many essential financial matters in your life. We work with and coordinate with other trusted professionals, such as your business manager, CPA and estate attorney, to help ensure more cohesive and comprehensive planning.
It’s all purposely designed to provide the comprehensive wealth management and sophisticated financial planning you expect and deserve.
Our Accolades
As we strive for excellence in everything we do, it affirms our efforts when we receive recognition from our peers and industry – which we are proud to share with you.
- Financial Times Top 400 Financial Advisors 20201 – Benjamin Cohen
- Forbes Best in State Wealth Advisors 2020, 2021, 2022, 20232 – Benjamin Cohen
- Raymond James Global Top 50 20203 and 20234 – Benjamin Cohen
- Raymond James Pride Financial Advisors Network 2021 Ally Award5 – Benjamin Cohen
1The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (FT) (April 2020). To qualify for the list, advisors had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60% to 70% of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. The FT, Ignite Research and Money-Media, Inc. are not affiliated with Raymond James.
2 The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an adviso2,860r's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research,LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
3The Raymond James 2020 Global Top 50 is an event that takes place in February 2020. Invitees are selected based on 2019 fiscal year production. There are approximately 50 attendees, though that number may vary based on those who are invited and available to attend the event. Attendance at this event may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for being invited to this event.
4The Raymond James 2023 Global Top Advisors is a 2-day event that takes place in March 2023. The event brings together 62 of the highest producing advisors from across the firm. These top producing advisors were selected based on 2022 fiscal year production. The number of attendees vary based on those who are invited and available to attend the event. Attendance at this event may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for being invited to this event.
5PFAN (Pride Financial Advisors Network) Ally Award
The 2021 Pride Financial Advisors Network Ally Award is an internal recognition given to an associate or financial advisor who does not identify as being part of the LGBT+ community, but actively supports and advocates for LGBT+ individual and issues. Submission requests go out to the Members of the Pride Financial Advisors Network (PFAN), the individuals with the most votes get reviewed by the PFAN Advisory Council Members and they choose the award finalist. In 2021, 2 advisors were nominated, and 1 advisor was chosen as the finalist on 6/29/2021. The recognition is not representative of any client's experience, is not an endorsement by Raymond James, and is not indicative of advisor's future performance. No fee is paid in exchange for this recognition.
