STRATEGIC PARTNERS from Raymond James

Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines.

Here are key individuals in the Raymond James home office who help us serve you by serving as our strategic partners in wealth management, portfolio strategies and retirement planning.

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Our Partners

Joe Weaver
Joseph Weaver, CFP®
President, Raymond James Trust, N.A.
Ken Grider
Kenneth Grider
Managing Director,
Head of Business Development
Trevor Bennet
Trevor Bennett, CFP®
Private Wealth Consultant Wealth Planning, Global Wealth Solutions

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

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Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss.

Insurance products offered through Raymond James Insurance Group, Inc., an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.

Raymond James & Associates, Inc is a broker-dealer, is not a bank, and is not an FDIC member. All references to FDIC insurance coverage in relation to Brokered CDs and/or Market-Linked CDs address FDIC insurance coverage, up to applicable limits, at the insured depository institution that is disclosed in the offering documents. FDIC insurance only covers the failure of FDIC-insured depository institutions, not Raymond James & Associates, Inc.. Certain conditions must be satisfied for pass-through FDIC insurance coverage to apply.
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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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