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310 E Graham St Ste 2 Shelby, NC 28150-5482
T 704.481.0101 F 704.484.9999
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A mature woman in glasses is smiling and seated in the middle of the frame. She is flanked on either side by another smiling professional.

Your heirs want transparent, proactive conversations

Estate & Giving
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When it comes to planning for the future of your wealth – and the impact it will have beyond your lifetime – what matters most? Joe Weaver, president of Raymond James Trust, discusses the critical role that proactive communication plays in a successful wealth transfer.

Recorded July 27, 2023. Hosted by Paige Lenssen.

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Mauney-Pitt Financial Management

704.481.0101
Raymond James Financial Services, Inc.
310 E Graham St Ste 2 | Shelby, NC 28150-5482
F: 704.484.9999
Maps and Directions Maps and Directions

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 your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Mauney-Pitt Financial Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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