Enrique Gumucio
Enrique Gumucio
Senior Vice President, Wealth Management

Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue 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

06/08/2018
A pragmatic approach to wealth management
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Retirees

Retirees

06/08/2018
Nurturing wealth so you can live a longer, better life.
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Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
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Business Owners

Business Owners

06/08/2018
Unique solutions for business owners and entrepreneurs.
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Family Offices

Family Offices

06/08/2018
Sophisticated expertise in planning for today and future generations
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Niches

News & resources

What to keep an eye on after the election

What to keep an eye on after the election

11/01/2024
While politics ranks eighth out of his team's 10 investing factors, Raymond James CIO Larry Adam shares several important political insights that will help shape their views.
Watch Video
Economy & Policy
Oh, no, a three-handed economist

Oh, no, a three-handed economist

11/01/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Fundamentals matter more than politics for markets

Fundamentals matter more than politics for markets

11/01/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Late tech losses sink October equity market gains

Late tech losses sink October equity market gains

10/31/2024
The S&P 500 narrowly misses a sixth consecutive month with positive performance.
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Markets & Investing
Dispelling Medicare misconceptions

Dispelling Medicare misconceptions

Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Review these facts about five common Medicare myths.
Read
Retirement & Longevity
Using securities-based lending to fund business growth

Using securities-based lending to fund business growth

Invest in your business without disrupting your investments.
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Business Ownership
How corporate executives are leveraging AI

How corporate executives are leveraging AI

From innovation and competitiveness to streamlining productivity.
Read
Business Ownership
Don't get spooked, it's time to go trick-or-treating

Don't get spooked, it's time to go trick-or-treating

10/28/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Tackling the biggest questions facing the markets and economy

Tackling the biggest questions facing the markets and economy

10/25/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
It would be relatively easy to fix our fiscal mess: In search of political leadership

It would be relatively easy to fix our fiscal mess: In search of political leadership

10/25/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Giving well when you decide to give

Giving well when you decide to give

Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
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Estate & Giving
An updated look at the 2024 Election

An updated look at the 2024 Election

10/24/2024
With the election in its closing stretch, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of the presidential and congressional races.
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Economy & Policy
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

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. 
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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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