Next-level strategies to match any need

Next-level strategies to match any need

Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft strategies using our experience and prudent management approach. For years we’ve offered individuals and institutions alike a high degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to help you raise the bar when it comes to your financial affairs.

Helping physicians address their unique needs
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Unique solutions for business owners and entrepreneurs.
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Expertise to support the unique needs and goals of non-profits
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Delivering strategic solutions to support and sustain the mission of your foundation
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A pragmatic approach to wealth management
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Eric Werner

Eric Werner

First Vice President, Wealth Management Senior Institutional Consultant
Randy Whatley

Randy Whatley,

CFP® First Vice President, Wealth Management Senior Institutional Consultant
Alyssa Kerins Headshot

Alyssa

Kerins Senior Registered Client Service Associate
An investment in knowledge pays the best interest.
Benjamin Franklin
Always here for you

 

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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