Skip to content
Jad H. Khoury
D:
727.567.1737
F:
727.567.8349
TF:
800.235.3898
Map & Directions
Map & Directions
X
Menu
Home
Our Clients
Our Clients
Families & Individuals
Healthcare Professionals
Non-Profits
Retirees
Women Investors
Services
Services
Our Approach
Education Planning
Estate, Charitable Giving & Trust
Fixed Income Services
Investment Strategies
Longevity Planning
Longevity Planning
Longevity Planning Resources
Portfolio Management
Prime Brokerage & Custody Services
Retirement Planning
Risk Management
Sustainable Investing
About Us
About Us
Jad H. Khoury
Michelle Elizabeth Mauritz
What Makes Us Different
About Raymond James
Resources
Resources
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Jad H. Khoury
880 Carillon Pkwy
Saint Petersburg, FL 33716-1102
D: 727.567.1737
F: 727.567.8349
TF: 800.235.3898
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Family & Lifestyle
Technology & Innovation
Topic
Education
Women
Media
Article
Newsletter
Cashing in on collections
Collectibles can appreciate in value, but are they a solid investment?
Read
Family & Lifestyle
Don't give in to inflation panic
Dealing with inflation and a bear market as you near retirement.
Read
Markets & Investing
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Watch Video
Estate & Giving
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
View
Estate & Giving
Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Read
Family & Lifestyle
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Read
Family & Lifestyle
7 ways to boost your savings
Discover smart options to grow your savings.
Read
Retirement & Longevity
Long-term care insurance can support your future flexibility
Asset-based long-term care may be a worthwhile addition to your financial plan.
Read
Retirement & Longevity
Load more
Load more