Danielle Valleau
Danielle Valleau
Financial Advisor, RJFS Branch Manager
Annette Sprague
Annette Sprague
Client Services Manager
Michelle Lemieux
Michelle Lemieux
Marketing & Events Coordinator

A certification of skill – a commitment to serve

When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.

When working with us, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Families & Individuals

Families & Individuals

06/04/2020
A pragmatic approach to wealth management
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Niches
Retirees

Retirees

06/03/2020
Nurturing wealth so you can live a longer, better life.
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Niches
Sudden Wealth

Sudden Wealth

06/02/2020
Confidently manage your new assets with the guidance of our experienced team
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Niches
Women Investors

Women Investors

06/01/2020
Understanding the challenges women face and how to help.
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Niches

News & resources

Why 15 minutes of mentorship has game-changing potential

Why 15 minutes of mentorship has game-changing potential

75% of executives say mentoring has been critical to their career development.
Read
Business Ownership
The global easing cycle will continue in the months ahead

The global easing cycle will continue in the months ahead

11/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Equity markets reaction to election: Strong.

Equity markets reaction to election: Strong.

11/08/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Webinar replay - Post-election market analysis

Webinar replay - Post-election market analysis

11/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing
Fed elects to cut rates for the second straight meeting

Fed elects to cut rates for the second straight meeting

11/07/2024
The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
Read
Markets & Investing
Go green this holiday season

Go green this holiday season

Simple ways make your celebrations more sustainable.
Read
Family & Lifestyle
The 2024 Election is (mostly) over - what can we expect going forward?

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

Read
Markets & Investing
The three ingredients of a purposeful retirement

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Read
Retirement & Longevity
Important financial considerations for single parents

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
Read
Family & Lifestyle
How active and passive funds work differently

How active and passive funds work differently

Explore how these two investment types compare.
Read
Markets & Investing
Infographic: Navigating Medicare

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
View
Retirement & Longevity
Taking a long-term view

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing
This journey has always been about reaching your own other shore no matter what it is, and that dream continues.
Diana Nyad

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

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.

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