Sophisticated wealth management to serve your individual needs

We are a forward-thinking and experienced wealth management team who provides tailored solutions and a superior standard of client care for a select group of successful individuals, families, business owners, and corporate executives, both locally and around the country.

Our mission is to become our clients’ most trusted partner and relentless advocate as we guide them through meaningful decisions of importance. We achieve this by leveraging our expertise, customized strategies, and access to best-in-class resources as we help clients grow, protect, and transfer their wealth in a tax efficient manner to make the most of today and for future generations.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Estate Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Get to know Our Team

Nikki McIlwaine bio headshot
Nikki McIlwaine, MBA, AAMS®, WMS®
Senior Vice President, Wealth Management Private Wealth Advisor
bryan cernicek
Bryan Cernicek, AAMS™, CEPA®
Senior Vice President, Investments
Trent Grass
Trent Grass
Financial Planning Consultant
Lori Rockwell Bio Photo
Lori Rockwell
Client Service Associate
Lisa Church
Lisa Church
Senior Client Service Associate
Lucy Kampman
Lucy Kampman
Client Service Associate
Tim Jurado
Timothy Jurado
Wealth Management Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
I didn’t get there by wishing for it or hoping for it, but by working for it.
Estée Lauder

Information & insight

Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
The benefits of tax-efficient wealth management.
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Tax Planning
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
This significant change could boost your retirement savings as you approach retirement.
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Retirement & Longevity
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The future at your fingertips

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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