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.

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

Doug Gates

Senior Vice President, Investments

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.

Financial guidance for retirees and those in professional and executive positions

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Helping foundations and endowments with investment allocation and management

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Helping individuals and companies make sound decisions with their retirement plans

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A traditional, time-tested approach to managing wealth

Experience, dedication and truly personal service

Meet our Financial Team

Order and organization for your financial life

Experienced guidance and a disciplined approach

Aligning your finances with your priorities

Individual wealth management

Institutional consulting

401(k) plan consulting

Price is what you pay; value is what you get. Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.

While enthusiasm may be necessary for greater accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.

Be fearful when others are greedy; be greedy when others are fearful.

In investing, what is comfortable is rarely profitable.

The four most dangerous words in investing are: ‘This time it's different.’

If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks.

In the short term. the market is a voting machine. In the long term, it is a weighing machine.

You make most of your money in a bear market; you just don’t realize it at the time.

Wall Street people learn nothing and forget everything.

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

In this business, if you’re good, you’re right six times out of 10. You are never going to be right nine times out of 10.

Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.

The most important quality for an investor is temperament and not intellect.

It is better to be roughly right than be precisely wrong.