A Trusted Financial Partner for your family and financial well-being

There are many more financial details to address beyond simply managing an investment portfolio. That’s why we do so much more than just the average wealth management group. Our focus is on taking care of our clients and their families, helping them plan and prepare for any and all financial obstacles and opportunities that life presents. We want to be that one point of contact for all matters that money touches – and be the first call our clients make, for financial advice or otherwise.

Prioritizing your goals and developing a plan

Helping you prepare for life’s major transition

Building your legacy and preserving family wealth

Protecting you and your family from the unexpected

Financial guidance specific to women and their unique financial goals, needs and concerns
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Guidance for important needs from 401(k) plan management to succession planning.
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Strategies for preserving your assets and providing monthly income to fund your retirement
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Benefits planning and wealth strategies specific to the needs of corporate executives
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Addressing financial priorities, from managing and preserving your wealth, to leaving a legacy
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Your experienced and credentialed financial guides

Dustin Lisk

Dustin Lisk,

CIMA®, CRPC® Vice President, Wealth Management
Paige Passerallo

Paige Passerallo,

ChFC®, CRPC®, CPFA Vice President, Wealth Management
The relationships we build are at the core of business and focus
Always here for you and your family

 

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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