Certified Skills To Help Harvest Your Wealth
Our dedicated financial advisors have over 75 years of combined wealth management and financial planning experience, and professional credentials such as CFP® certification and CPA. We believe that carefully managing and preserving your wealth is not only essential to your financial confidence and independence, but is also the cornerstone for earning your trust as your financial team. Putting your interests first, and continuously helping you pursue and achieve your goals – this is what we live for.
Meet our Financial Team
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or accounting services.
