YOUR FUTURE BACKED BY 50 YEARS OF STEADY STRENGTH. QUALITY PLANNING. THOUGHTFUL ADVICE. GLOBAL REACH WITH LOCAL ROOTS.

PRAGMATIC. COLLABORATIVE. RESOURCEFUL. LIFE WELL PLANNED.

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

Get to know Our Team

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Robert Hester
First Vice President, Wealth Management
Vanessa White bio headshot
Vanessa C. White
Senior Registered Client Service Associate
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Quantivia Howard
Client Service Associate

Financial Planning

We pass through several phases, each with different financial requirements during our lives. The financial needs of a young married couple are not the same as those of a retired couple. That is why continuous, long-term planning is essential.

Retirement Planning

In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy can help keep you on track to your future well-being and lifestyle.

Estate Planning

Estate planning is essential for distributing your wealth both in life and after death. It allows you to preserve your family values and ensure that your assets benefit the people in your life and preferred charitable causes in accordance with your wishes.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
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The future at your fingertips

 

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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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