Guiding You As You’ve guided others

The rewards of providing uncommon vision and leadership can be significant, but with them often come unique challenges and risks, such as highly concentrated stock positions.

We understand the many important financial matters professionals must address, including preserving assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.

We also help corporate executives with many transactions, including stock option planning, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate strategies such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.

You can rely on us to provide high-level expertise and guidance for your personal financial matters and the needs of your firm or practice. We can serve as your trusted partner to help manage your investments, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.

Raymond James & Associates, Inc. does not provide tax or legal services. You should discuss any tax or legal matters with the appropriate professional.