A traditional, time-tested approach to managing wealth

Amid rapid change, it’s important to hold onto the traditional principles that make us who we are, like making sure your word is your bond and understanding that reputations are made slow and broken fast.

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At Gates Wealth Solutions of Raymond James, there’s a reason why our relationships with our clients are so long-lasting. We know that managing our clients’ wealth is serious business. We treat it as such, with a highly professional and prudently conservative approach to investing. It’s an old idea, boldly carried forward, because we believe your life’s work deserves the benefit of a time-tested approach.

Experience, dedication and truly personal service

Meet our Financial Team

Douglas Allen Gates
Doug Gates
Senior Vice President, Investments
Julie De Armond
Julie De Armond
Senior Client Service Associate

Your life, your goals and your circumstances are unique. Your financial plan should be, too. We pride ourselves on providing personal, attentive service, because we believe it takes real commitment to best serve your best interests.

About us

Order and organization for your financial life

Though investing is the cornerstone of long-term financial well-being, your goals are probably more complex than a bottom line. With sound financial planning, we help you keep your finances in order to better serve your greater goals.

Experienced guidance and a disciplined approach

We believe wise investing requires diligence, decisiveness and commitment, and that long-term success is rarely achieved by chasing short-term trends. With our personal and attentive service, we help you stay connected with your progress.

Aligning your finances with your priorities

Our multi-step wealth planning process starts by taking the time to understand your life, your goals and your preferences. We then create your personal plan, implement it, maintain it, and update it when your life and priorities change.