A CURATED APPROACH for your wealth management needs

Your financial goals go beyond the returns on your investments.

The individualized services our team provides go far beyond investment advice to include a comprehensive consultative process that encompasses both financial planning and wealth management.

Our process also involves working closely with a network of other professional advisors who, with their additional guidance and knowledge, can help ensure that your financial life works harmoniously with the personal, professional, family and philanthropic parts of your life.

Discover what working with us is like

Our consultative approach
Steps you can expect at every stage.
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Sophisticated wealth management
Strategies to help meet your most complex financial needs.
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Advanced planning
Comprehensive planning capabilities.
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A SPECTRUM OF VARIATIONS
A coquina shell comes in many shapes, sizes, colors and shades – much like a sophisticated financial plan.

Building Legacies one life at a time

Coquina Private Wealth Advisors

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

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