Live your Life
Backed by sophisticated resources and a team of specialists in every field, our team at Raymond James can help you plan for the dreams you have, the way you care for those you love and how you choose to give back. So you can live your life.
Services we offer
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
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.
Longevity Planning
Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Private Wealth
Women Investors
Business Owners
Healthcare Professionals
News & resources
Generous estate and gift tax exemptions may end soon
A substantial collection of fixed income opportunities
Exit interviews: Uncover opportunities for organizational improvement
A universe of potential opportunity lies beyond the public markets
How rebalancing helps keep your portfolio on track
Market chaos is harvesting income opportunities
Three takeaways from earnings season
The Federal Reserve reserves the right to change its mind
Setting your team up for success in retirement
Generous estate and gift tax exemptions may end soon
A substantial collection of fixed income opportunities
Exit interviews: Uncover opportunities for organizational improvement
- Elizabeth Robertson
- 489 E Main St Ste 200 Lexington, KY 40507-1518
- T 859.253.9769
- F 844.964.7759
- TF 800.937.0161
- Map & Directions
- Map & Directions
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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