Skip to content
envelope
Menu
Home
Our Team
Our Team
John Piotrowski
Richard P. Holsan
Philip Gribbons
Doreen Gest
Janice Leechalk
Thomas Sawyer II
Robert Margolies
Blake Rubin
Choosing Raymond James
What Makes Us Different
Why Work With a CFP
About Raymond James
Our Clients
Our Clients
Business Owners
Corporate Executives
Corporate Retirement Plans
Families and Individuals
Retirees
Pre-Retirees
Our Process
Our Services
Our Services
Alternative Investments
Banking & Lending Solutions
Business Planning
Corporate Retirement Plan Consulting
Education Planning
Estate, Charitable Giving & Trust
Everplans
Financial Planning
Fixed Income Services
Investment Banking
Investment Management
Investment Strategies
Portfolio Management
Retirement Planning
Risk Management
Blog & Podcasts
Resources
Resources
Client Access Videos
Medicare Planning
Fraud & Identity Theft Protection
Caregiver Resources
Longevity and Goal Planning
WorthWhile
Contact Us
Contact Us
Refer Us
For Advisors
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Home Office
6550 North Federal Highway, Ste 505
Ste 505
Fort Lauderdale, FL 33308
T: 954.902.6246
F: 954.902.6248
Map and Directions
Map and Directions
Oakland Park Branch
1400 E Oakland Park Blvd
Ste 100
Oakland Park, FL 33334-4400
T: 954.902.6246
F: 954.902.6248
Map and Directions
Map and Directions
Tallahassee Branch
2344 Centerville Rd
Ste 101
Tallahassee, FL 32308-4389
T: 850.706.2727
F: 954.902.6248
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Estate & Giving
Family & Lifestyle
Markets & Investing
Topic
Investment Strategy
Media
Article
Webinar
Nudge Theory and the power of positive patterns
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Read
Family & Lifestyle
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Read
Estate & Giving
Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Read
Markets & Investing
Webinar replay - Ascending Into Summer
6/6/2022
Consumer spending patterns are starting to shift.
Watch Webinar
Markets & Investing
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Read
Markets & Investing
Load more
Load more