What’s in our name? A total dedication to your family’s wealth and legacy

Legacy

Our name is a nod to the multigenerational families we serve and our important role in helping ensure that their wealth and legacy are properly managed, preserved and passed down. We do so by applying our extensive industry experience and well-balanced approach that incorporates both holistic financial planning and hands-on investment management. The result is total wealth planning specifically designed for the financial well-being of every family we serve.

Get to know Our Team

Tricia O'Neil
Tricia S. O’Neil, CFA
Managing Director, Wealth Management
Robert Richardson
Robert B. Richardson, CFP®
Senior Vice President, Wealth Management Branch Manager

Uncommon capabilities

It’s not often you’ll find a Chartered Financial Analyst® and a Certified Financial Planner™ practitioner collaborating together to provide a personalized and holistic financial plan, as well as hands-on investment analysis and money management. It’s an auspicious combination of complementary knowledge and skills.

Personal client relationships

You can always count on our team to guide you, look out for your best interest and serve as a trusted voice of reason. There is no substitute for knowing that all the important financial matters in your life are being cared for with seasoned wisdom and exceptional attention to detail.

Customized wealth strategies

We will create a truly custom wealth plan that is personalized to your individual financial situation and aligned with your life. As hands-on money managers, we personally select and actively manage your investments. Nothing is farmed out to outside sources.

Multigenerational guidance

We dedicate ourselves to serving every generation and member of your family, today and tomorrow. It’s a continuity of care that you can count on for every milestone in your life and for whatever the future may hold.

Business Owners

We provide guidance on everything from company retirement plans to cash flow management to succession planning.

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Families and Individuals

We address all the financial priorities in your life from managing and preserving wealth to preparing for retirement.

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Sudden Wealth

We help recipients of a windfall manage the significant financial, tax and emotional issues that accompany it.

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Women investors

We provide guidance specific to women and their unique financial goals, needs and concerns.

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Professionals

We offer well-reasoned advice for the financial priorities in your busy life, such as optimizing your company benefits.

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“There’s no better compliment than having a client ask us to help guide a son or daughter and keep them on a successful path.”
Tricia O’Neil, CFA Managing Director, Wealth Management, Chartered Financial Analyst

Financial wisdom for your life and legacy

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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