At JTS Wealth Management Group of Raymond James & Associates, our team focuses on each client’s goals and dreams as if they were our own. Utilizing our extensive experience and industry knowledge, we develop personalized strategies for our clients, always remaining firmly committed to the financial planning process.
Providing a wide array of services – from financial, retirement, estate and tax planning.
Our professional experience, knowledge and client support are further strengthened by our association with Raymond James & Associates – a nationally recognized leader in financial planning and investment services. Raymond James’ comprehensive range of resources, research and extensive technology only enhance our ability to provide the most appropriate alternatives for your portfolio. Because we are not asked to sell proprietary products, we are free to offer a broad selection of investment alternatives with your best interests in mind.
We invite you to use our site to learn more about us. We care about your financial security and have your best interests in mind – and we look forward to working with you.
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David Thompson, CRPC®
Vice President, Investments
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Steve Simmerman, CFP®
Vice President, Investments
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Kim Blair
Senior Client Associate
Raymond James does not provide tax or accounting services.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
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.
